SO icon

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
Walleye Capital
1826
Walleye Capital
New York
$234K
ABWM
1827
Alpine Bank Wealth Management
Colorado
$233K
AIM
1828
Athena Investment Management
California
$233K
MA
1829
MCF Advisors
Kentucky
$233K
FP
1830
Fiduciary Planning
Florida
$232K
SP
1831
Stonebrook Private
Michigan
$232K
FFA
1832
Founders Financial Alliance
North Carolina
$232K
WWC
1833
Waypoint Wealth Counsel
Georgia
$231K
SAM
1834
Sompo Asset Management
Japan
$231K
TWM
1835
Triton Wealth Management
Arizona
$231K
PFM
1836
Patton Fund Management
Texas
$231K
TIM
1837
Tevis Investment Management
Texas
$230K
BLFG
1838
Brian Low Financial Group
Louisiana
$230K
LOIP
1839
Live Oak Investment Partners
Texas
$230K
DW30
1840
Drucker Wealth 3.0
New Jersey
$229K
ST
1841
Smithfield Trust
Pennsylvania
$229K
NIM
1842
Northeast Investment Management
Massachusetts
$229K
PIWA
1843
Prevail Innovative Wealth Advisors
Kansas
$229K
OC
1844
Opinicus Capital
Florida
$228K
ALAM
1845
Asahi Life Asset Management
Japan
$228K
FFP
1846
Forbes Financial Planning
Rhode Island
$228K
WA
1847
Westfuller Advisors
New York
$227K
HCM
1848
Hilton Capital Management
New York
$227K
PPW
1849
Parcion Private Wealth
Washington
$227K
VCP
1850
Verus Capital Partners
Arizona
$227K