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Southern Company

2,215 hedge funds and large institutions have $74.6B invested in Southern Company in 2025 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 932 increasing their positions, 734 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $507M | Put options by funds: $235M

72% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 96

27% more repeat investments, than reductions

Existing positions increased: 932 | Existing positions reduced: 734

2% more funds holding

Funds holding: 2,1792,215 (+36)

1% more capital invested

Capital invested by funds: $73.5B → $74.6B (+$1.07B)

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
2,215
Holders Change
+36
Holders Change %
+1.65%
% of All Funds
29.07%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.22%
New
165
Increased
932
Reduced
734
Closed
96
Calls
$507M
Puts
$235M
Net Calls
+$272M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
FFP
1851
Forbes Financial Planning
Rhode Island
$228K
WA
1852
Westfuller Advisors
New York
$227K +$224K +2,400 New
HCM
1853
Hilton Capital Management
New York
$227K
PPW
1854
Parcion Private Wealth
Washington
$227K +$223K +2,393 New
EIM
1855
Essex Investment Management
Massachusetts
$227K
GSB
1856
Greenfield Savings Bank
Massachusetts
$226K +$747 +8 +0.3%
PIFP
1857
Partners in Financial Planning
Virginia
$226K
IWP
1858
Innova Wealth Partners
Pennsylvania
$226K +$222K +2,382 New
APG
1859
Abacus Planning Group
South Carolina
$225K
Acadian Asset Management
1860
Acadian Asset Management
Massachusetts
$225K -$293K -3,141 -57%
MLFP
1861
MPS Loria Financial Planners
Illinois
$225K
BOS
1862
Bank of Stockton
California
$225K
AWM
1863
Accel Wealth Management
Iowa
$225K +$2.05K +22 +0.9%
CIA
1864
Cape Investment Advisory
Georgia
$224K -$2.02M -21,680 -90%
OFA
1865
Oak Family Advisors
Illinois
$224K -$2.33K -25 -1%
AI
1866
Axecap Investments
Ohio
$223K
WBWA
1867
William B. Walkup & Associates
South Carolina
$223K
AWA
1868
AGH Wealth Advisors
Kansas
$223K +$467 +5 +0.2%
AF
1869
Aldebaran Financial
$223K -$9.34K -100 -4%
WA
1870
Wealth Architects
California
$223K
FFA
1871
Fragasso Financial Advisors
Pennsylvania
$222K +$220K +2,353 New
HBT
1872
Heartland Bank & Trust
Illinois
$222K
AI
1873
Accredited Investors
Minnesota
$220K
BDF
1874
Black Diamond Financial
Maryland
$220K +$217K +2,326 New
SCG
1875
Sonata Capital Group
Washington
$220K