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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
TWM
1876
Tanglewood Wealth Management
Texas
$220K
SLWA
1877
San Luis Wealth Advisors
California
$220K
RHIG
1878
R.H. Investment Group
Arizona
$220K
CSA
1879
Cottage Street Advisors
Massachusetts
$219K
NCM
1880
Noesis Capital Mangement
Florida
$219K
SWM
1881
Steinberganna Wealth Management
New York
$219K
PL
1882
Parthenon LLC
Kentucky
$219K
BFF
1883
Byrne Financial Freedom
Massachusetts
$219K
AFA
1884
AllGen Financial Advisors
Florida
$218K
TF
1885
Tudor Financial
Ohio
$218K
FWA
1886
FSM Wealth Advisors
Ohio
$218K
ACM
1887
Alamar Capital Management
California
$218K
CWM
1888
Copia Wealth Management
Oregon
$217K
WS
1889
Wela Strategies
Georgia
$217K
PMSA
1890
Patrick M. Sweeney & Associates
Illinois
$217K
PCM
1891
Prelude Capital Management
New York
$217K
FA
1892
FDx Advisors
Illinois
$217K
AA
1893
ACT Advisors
North Carolina
$216K
CWM
1894
Crowley Wealth Management
Delaware
$216K
PFA
1895
Presper Financial Architects
Ohio
$216K
CFO
1896
CVA Family Office
Colorado
$215K
GSCM
1897
Greenfield Seitz Capital Management
Texas
$215K
ICP
1898
Interchange Capital Partners
Pennsylvania
$214K
SFPG
1899
Stonebridge Financial Planning Group
Florida
$214K
PMG
1900
Private Management Group
California
$214K