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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
AWM
1901
Angeles Wealth Management
California
$213K
GC
1902
Garde Capital
Washington
$212K
FWP
1903
Fiduciary Wealth Partners
Massachusetts
$212K
TAM
1904
Titleist Asset Management
Texas
$211K
HCP
1905
Hardin Capital Partners
South Carolina
$211K
MA
1906
MBA Advisors
Pennsylvania
$211K
CGFA
1907
Colton Groome Financial Advisors
North Carolina
$211K
QIM
1908
Quest Investment Management
Oregon
$210K
HIS
1909
Harvest Investment Services
Illinois
$210K
S
1910
Sunpointe
Missouri
$210K
MAC
1911
Mason & Associates (California)
California
$210K
CFS
1912
Commonwealth Financial Services
West Virginia
$209K
IFA
1913
Interactive Financial Advisors
Illinois
$209K
SWM
1914
Sterling Wealth Management
Illinois
$209K
TAM
1915
TCP Asset Management
Ohio
$209K
ICM
1916
Islay Capital Management
Texas
$209K
DIP
1917
DT Investment Partners
Pennsylvania
$209K
THCM
1918
Taylor Hoffman Capital Management
Virginia
$208K
CAM
1919
Covenant Asset Management
New Jersey
$208K
CP
1920
Camelot Portfolios
Ohio
$208K
SFS
1921
Summit Financial Strategies
Ohio
$208K
SFWC
1922
Strategic Family Wealth Counselors
New Jersey
$208K
EFSCE
1923
Enterprise Financial Services Corp (EFSC)
Missouri
$207K
GCA
1924
Gradient Capital Advisors
California
$207K
PWP
1925
Phillips Wealth Planners
Mississippi
$206K