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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
EIM
1851
Essex Investment Management
Massachusetts
$227K
GSB
1852
Greenfield Savings Bank
Massachusetts
$226K
PIFP
1853
Partners in Financial Planning
Virginia
$226K
IWP
1854
Innova Wealth Partners
Pennsylvania
$226K
APG
1855
Abacus Planning Group
South Carolina
$225K
Acadian Asset Management
1856
Acadian Asset Management
Massachusetts
$225K
MLFP
1857
MPS Loria Financial Planners
Illinois
$225K
BOS
1858
Bank of Stockton
California
$225K
AWM
1859
Accel Wealth Management
Iowa
$225K
CIA
1860
Cape Investment Advisory
Georgia
$224K
OFA
1861
Oak Family Advisors
Illinois
$224K
WBWA
1862
William B. Walkup & Associates
South Carolina
$223K
AI
1863
Axecap Investments
Ohio
$223K
AWA
1864
AGH Wealth Advisors
Kansas
$223K
AF
1865
Aldebaran Financial
$223K
WA
1866
Wealth Architects
California
$223K
FFA
1867
Fragasso Financial Advisors
Pennsylvania
$222K
HBT
1868
Heartland Bank & Trust
Illinois
$222K
AI
1869
Accredited Investors
Minnesota
$220K
BDF
1870
Black Diamond Financial
Maryland
$220K
SCG
1871
Sonata Capital Group
Washington
$220K
TWM
1872
Tanglewood Wealth Management
Texas
$220K
SLWA
1873
San Luis Wealth Advisors
California
$220K
RHIG
1874
R.H. Investment Group
Arizona
$220K
CSA
1875
Cottage Street Advisors
Massachusetts
$219K