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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
FFS
1826
Founders Financial Securities
Maryland
$236K
JMFC
1827
J.M. Forbes & Co
Massachusetts
$236K
ITIM
1828
Indiana Trust & Investment Management
Indiana
$235K
BBA
1829
Braun-Bostich & Associates
Pennsylvania
$234K
Walleye Capital
1830
Walleye Capital
New York
$234K
ABWM
1831
Alpine Bank Wealth Management
Colorado
$233K
AIM
1832
Athena Investment Management
California
$233K
MA
1833
MCF Advisors
Kentucky
$233K
FP
1834
Fiduciary Planning
Florida
$232K
SP
1835
Stonebrook Private
Michigan
$232K
FFA
1836
Founders Financial Alliance
North Carolina
$232K
WWC
1837
Waypoint Wealth Counsel
Georgia
$231K
SAM
1838
Sompo Asset Management
Japan
$231K
TWM
1839
Triton Wealth Management
Arizona
$231K
PFM
1840
Patton Fund Management
Texas
$231K
TIM
1841
Tevis Investment Management
Texas
$230K
BLFG
1842
Brian Low Financial Group
Louisiana
$230K
LOIP
1843
Live Oak Investment Partners
Texas
$230K
DW30
1844
Drucker Wealth 3.0
New Jersey
$229K
ST
1845
Smithfield Trust
Pennsylvania
$229K
NIM
1846
Northeast Investment Management
Massachusetts
$229K
PIWA
1847
Prevail Innovative Wealth Advisors
Kansas
$229K
OC
1848
Opinicus Capital
Florida
$228K
ALAM
1849
Asahi Life Asset Management
Japan
$228K
FFP
1850
Forbes Financial Planning
Rhode Island
$228K