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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
SFWC
1926
Strategic Family Wealth Counselors
New Jersey
$208K +$1.59K +17 +0.8%
EFSCE
1927
Enterprise Financial Services Corp (EFSC)
Missouri
$207K +$204K +2,185 New
GCA
1928
Gradient Capital Advisors
California
$207K +$204K +2,180 New
PWP
1929
Phillips Wealth Planners
Mississippi
$206K +$202K +2,160 New
EPW
1930
Endeavor Private Wealth
Kansas
$206K +$203K +2,174 New
CF
1931
Clarity Financial
Texas
$206K +$203K +2,173 New
HAS
1932
Holland Advisory Services
Florida
$206K +$203K +2,171 New
MI
1933
Motiv8 Investments
Florida
$206K +$203K +2,170 New
RWP
1934
Ridgecrest Wealth Partners
California
$205K +$202K +2,165 New
CFP
1935
Curran Financial Partners
South Carolina
$205K +$202K +2,160 New
FDCP
1936
Foster Dykema Cabot & Partners
Massachusetts
$204K
PBK
1937
Peoples Bank (Kansas)
Kansas
$204K -$60.7K -650 -23%
HCMT
1938
Highland Capital Management (Tennessee)
Tennessee
$204K +$201K +2,150 New
SC
1939
Stephens Consulting
Michigan
$203K -$51.4K -551 -20%
NFSG
1940
Newbridge Financial Services Group
Florida
$203K +$1.03K +11 +0.5%
WSWA
1941
Warren Street Wealth Advisors
California
$203K +$200K +2,138 New
TCM
1942
Tandem Capital Management
New Jersey
$202K +$199K +2,135 New
VCP
1943
Verus Capital Partners
Arizona
$202K +$199K +2,131 New
MCM
1944
Manchester Capital Management
Vermont
$202K -$6.63K -71 -3%
LB
1945
Legacy Bridge
Iowa
$199K
HIMS
1946
Hager Investment Management Services
New Hampshire
$198K
JGIA
1947
Jackson Grant Investment Advisers
Connecticut
$196K +$1.4K +15 +0.7%
MWPCG
1948
Measured Wealth Private Client Group
New Hampshire
$195K +$192K +2,054 New
TTIC
1949
Tower Trust & Investment Company
Iowa
$190K
SPF
1950
South Plains Financial
Texas
$190K -$28K -300 -13%