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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
EPW
1926
Endeavor Private Wealth
Kansas
$206K
CF
1927
Clarity Financial
Texas
$206K
HAS
1928
Holland Advisory Services
Florida
$206K
MI
1929
Motiv8 Investments
Florida
$206K
RWP
1930
Ridgecrest Wealth Partners
California
$205K
CFP
1931
Curran Financial Partners
South Carolina
$205K
FDCP
1932
Foster Dykema Cabot & Partners
Massachusetts
$204K
PBK
1933
Peoples Bank (Kansas)
Kansas
$204K
HCMT
1934
Highland Capital Management (Tennessee)
Tennessee
$204K
SC
1935
Stephens Consulting
Michigan
$203K
NFSG
1936
Newbridge Financial Services Group
Florida
$203K
WSWA
1937
Warren Street Wealth Advisors
California
$203K
TCM
1938
Tandem Capital Management
New Jersey
$202K
MCM
1939
Manchester Capital Management
Vermont
$202K
LB
1940
Legacy Bridge
Iowa
$199K
HIMS
1941
Hager Investment Management Services
New Hampshire
$198K
JGIA
1942
Jackson Grant Investment Advisers
Connecticut
$196K
MWPCG
1943
Measured Wealth Private Client Group
New Hampshire
$195K
TTIC
1944
Tower Trust & Investment Company
Iowa
$190K
SPF
1945
South Plains Financial
Texas
$190K
OSNBOA
1946
Old Second National Bank of Aurora
Illinois
$189K
OCM
1947
Osterweis Capital Management
California
$188K
BWL
1948
Bogart Wealth LLC
Virginia
$184K
CIR
1949
Clear Investment Research
Georgia
$182K
SSG
1950
Summit Securities Group
New York
$180K