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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
KIM
1901
Kestra Investment Management
Texas
$214K -$33.9K -363 -14%
BW
1902
BXM Wealth
Colorado
$213K
ACGA
1903
Atlanta Consulting Group Advisors
Georgia
$213K -$12.1K -130 -5%
EB
1904
Emprise Bank
Kansas
$213K
AWM
1905
Angeles Wealth Management
California
$213K +$210K +2,246 New
GC
1906
Garde Capital
Washington
$212K -$181K -1,938 -46%
FWP
1907
Fiduciary Wealth Partners
Massachusetts
$212K +$201K +2,152 +2,690%
TAM
1908
Titleist Asset Management
Texas
$211K +$934 +10 +0.5%
HCP
1909
Hardin Capital Partners
South Carolina
$211K -$4.57K -49 -2%
MA
1910
MBA Advisors
Pennsylvania
$211K +$840 +9 +0.4%
CGFA
1911
Colton Groome Financial Advisors
North Carolina
$211K +$207K +2,222 New
QIM
1912
Quest Investment Management
Oregon
$210K
HIS
1913
Harvest Investment Services
Illinois
$210K +$207K +2,217 New
S
1914
Sunpointe
Missouri
$210K -$21.8K -233 -10%
MAC
1915
Mason & Associates (California)
California
$210K
CFS
1916
Commonwealth Financial Services
West Virginia
$209K +$2.71K +29 +1%
IFA
1917
Interactive Financial Advisors
Illinois
$209K
SWM
1918
Sterling Wealth Management
Illinois
$209K
TAM
1919
TCP Asset Management
Ohio
$209K +$206K +2,204 New
ICM
1920
Islay Capital Management
Texas
$209K -$430K -4,606 -68%
DIP
1921
DT Investment Partners
Pennsylvania
$209K
THCM
1922
Taylor Hoffman Capital Management
Virginia
$208K -$6.54K -70 -3%
CP
1923
Camelot Portfolios
Ohio
$208K
CAM
1924
Covenant Asset Management
New Jersey
$208K
SFS
1925
Summit Financial Strategies
Ohio
$208K