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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
TWM
1876
Tanglewood Wealth Management
Texas
$220K +$217K +2,321 New
SLWA
1877
San Luis Wealth Advisors
California
$220K +$216K +2,319 New
RHIG
1878
R.H. Investment Group
Arizona
$220K -$14K -150 -6%
CSA
1879
Cottage Street Advisors
Massachusetts
$219K +$217K +2,325 New
NCM
1880
Noesis Capital Mangement
Florida
$219K
SWM
1881
Steinberganna Wealth Management
New York
$219K +$215K +2,308 New
PL
1882
Parthenon LLC
Kentucky
$219K
BFF
1883
Byrne Financial Freedom
Massachusetts
$219K -$16.5K -177 -7%
AFA
1884
AllGen Financial Advisors
Florida
$218K
TF
1885
Tudor Financial
Ohio
$218K +$93 +1 +0%
FWA
1886
FSM Wealth Advisors
Ohio
$218K +$215K +2,299 New
ACM
1887
Alamar Capital Management
California
$218K
CWM
1888
Copia Wealth Management
Oregon
$217K +$9.34K +100 +5%
WS
1889
Wela Strategies
Georgia
$217K -$81.1K -869 -27%
PMSA
1890
Patrick M. Sweeney & Associates
Illinois
$217K
PCM
1891
Prelude Capital Management
New York
$217K +$214K +2,291 New
FA
1892
FDx Advisors
Illinois
$217K -$14.1K -151 -6%
AA
1893
ACT Advisors
North Carolina
$216K +$934 +10 +0.4%
CWM
1894
Crowley Wealth Management
Delaware
$216K
PFA
1895
Presper Financial Architects
Ohio
$216K +$9.34K +100 +5%
CFO
1896
CVA Family Office
Colorado
$215K +$1.87K +20 +0.9%
GSCM
1897
Greenfield Seitz Capital Management
Texas
$215K
ICP
1898
Interchange Capital Partners
Pennsylvania
$214K +$211K +2,263 New
SFPG
1899
Stonebridge Financial Planning Group
Florida
$214K
PMG
1900
Private Management Group
California
$214K +$934 +10 +0.4%