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Southern Company

2,207 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, 929 increasing their positions, 733 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
2,207
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
HR
1801
Hardy Reed
Mississippi
$242K
LI
1802
LMCG Investments
Massachusetts
$242K
LSIA
1803
LaSalle St. Investment Advisors
Illinois
$241K
LAM
1804
Lewis Asset Management
California
$241K
PSCM
1805
Per Stirling Capital Management
Texas
$241K
RWP
1806
Revolve Wealth Partners
New Jersey
$241K
SCM
1807
Saxony Capital Management
Missouri
$240K
SQA
1808
Simon Quick Advisors
New Jersey
$240K
BPWM
1809
Badgley Phelps Wealth Managers
Washington
$240K
WTFG
1810
Wood Tarver Financial Group
Idaho
$239K
WWM
1811
Whalen Wealth Management
Nevada
$237K
KNFPWM
1812
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$237K
CRI
1813
Colonial River Investments
Virginia
$237K
BWM
1814
BankPlus Wealth Management
Mississippi
$237K
GWCM
1815
Godshalk Welsh Capital Management
Pennsylvania
$237K
Fayez Sarofim & Co
1816
Fayez Sarofim & Co
Texas
$237K
EC
1817
Enhancing Capital
Pennsylvania
$237K
AWM
1818
Avior Wealth Management
Nebraska
$236K
FFG
1819
Floyd Financial Group
Missouri
$236K
VWA
1820
VSM Wealth Advisory
Maryland
$236K
SPI
1821
Santori & Peters Inc
Pennsylvania
$236K
FFS
1822
Founders Financial Securities
Maryland
$236K
JMFC
1823
J.M. Forbes & Co
Massachusetts
$236K
ITIM
1824
Indiana Trust & Investment Management
Indiana
$235K
BBA
1825
Braun-Bostich & Associates
Pennsylvania
$234K