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Southern Company

2,211 hedge funds and large institutions have $74.6B invested in Southern Company in 2025 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 931 increasing their positions, 734 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $73.5B → $74.6B (+$1.06B)

0.95% more ownership

Funds ownership: 70.56%71.51% (+0.95%)

32% less funds holding in top 10

Funds holding in top 10: 2517 (-8)

Holders
2,211
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$507M
Puts
$235M
Net Calls
Net Calls Change

Top Sellers

1 -$582M
2 -$247M
3 -$155M
4
Goldman Sachs
Goldman Sachs
New York
-$124M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$111M
Name Holding Trade Value Shares
Change
Change in
Stake
DIM
1801
Delta Investment Management
California
$245K
First Manhattan
1802
First Manhattan
New York
$244K
TW
1803
Traveka Wealth
California
$244K
LAM
1804
Longboard Asset Management
Arizona
$244K
HR
1805
Hardy Reed
Mississippi
$242K
LI
1806
LMCG Investments
Massachusetts
$242K
LSIA
1807
LaSalle St. Investment Advisors
Illinois
$241K
LAM
1808
Lewis Asset Management
California
$241K
PSCM
1809
Per Stirling Capital Management
Texas
$241K
RWP
1810
Revolve Wealth Partners
New Jersey
$241K
SCM
1811
Saxony Capital Management
Missouri
$240K
SQA
1812
Simon Quick Advisors
New Jersey
$240K
BPWM
1813
Badgley Phelps Wealth Managers
Washington
$240K
WTFG
1814
Wood Tarver Financial Group
Idaho
$239K
WWM
1815
Whalen Wealth Management
Nevada
$237K
KNFPWM
1816
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$237K
CRI
1817
Colonial River Investments
Virginia
$237K
BWM
1818
BankPlus Wealth Management
Mississippi
$237K
GWCM
1819
Godshalk Welsh Capital Management
Pennsylvania
$237K
Fayez Sarofim & Co
1820
Fayez Sarofim & Co
Texas
$237K
EC
1821
Enhancing Capital
Pennsylvania
$237K
AWM
1822
Avior Wealth Management
Nebraska
$236K
FFG
1823
Floyd Financial Group
Missouri
$236K
VWA
1824
VSM Wealth Advisory
Maryland
$236K
SPI
1825
Santori & Peters Inc
Pennsylvania
$236K