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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
KIM
1901
Kestra Investment Management
Texas
$214K
BW
1902
BXM Wealth
Colorado
$213K
ACGA
1903
Atlanta Consulting Group Advisors
Georgia
$213K
EB
1904
Emprise Bank
Kansas
$213K
AWM
1905
Angeles Wealth Management
California
$213K
GC
1906
Garde Capital
Washington
$212K
FWP
1907
Fiduciary Wealth Partners
Massachusetts
$212K
TAM
1908
Titleist Asset Management
Texas
$211K
HCP
1909
Hardin Capital Partners
South Carolina
$211K
MA
1910
MBA Advisors
Pennsylvania
$211K
CGFA
1911
Colton Groome Financial Advisors
North Carolina
$211K
QIM
1912
Quest Investment Management
Oregon
$210K
HIS
1913
Harvest Investment Services
Illinois
$210K
S
1914
Sunpointe
Missouri
$210K
MAC
1915
Mason & Associates (California)
California
$210K
CFS
1916
Commonwealth Financial Services
West Virginia
$209K
IFA
1917
Interactive Financial Advisors
Illinois
$209K
SWM
1918
Sterling Wealth Management
Illinois
$209K
TAM
1919
TCP Asset Management
Ohio
$209K
ICM
1920
Islay Capital Management
Texas
$209K
DIP
1921
DT Investment Partners
Pennsylvania
$209K
THCM
1922
Taylor Hoffman Capital Management
Virginia
$208K
CAM
1923
Covenant Asset Management
New Jersey
$208K
CP
1924
Camelot Portfolios
Ohio
$208K
SFS
1925
Summit Financial Strategies
Ohio
$208K