SO icon

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