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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
OCM
1951
Osterweis Capital Management
California
$188K
BWL
1952
Bogart Wealth LLC
Virginia
$184K
CIR
1953
Clear Investment Research
Georgia
$182K
SSG
1954
Summit Securities Group
New York
$180K
TWM
1955
Tripletail Wealth Management
Florida
$180K
RA
1956
Ransom Advisory
Rhode Island
$177K
CAL
1957
Capital Advisors Ltd
Ohio
$175K
PWM
1958
Proathlete Wealth Management
Florida
$169K
CIAM
1959
Caitong International Asset Management
Hong Kong
$167K
CCA
1960
Catalyst Capital Advisors
New York
$165K
SAM
1961
S.A. Mason
Michigan
$164K
SCM
1962
Silvant Capital Management
Georgia
$164K
RWM
1963
RMG Wealth Management
Wisconsin
$163K
FFO
1964
Fortitude Family Office
Arizona
$159K
MCM
1965
MV Capital Management
Maryland
$157K
LSA
1966
Leonteq Securities AG
Switzerland
$156K
RFG
1967
REAP Financial Group
Texas
$152K
HFM
1968
Harvest Fund Management
China
$152K
VNA
1969
Valley National Advisers
Pennsylvania
$152K
GWP
1970
Gen-Wealth Partners
Michigan
$151K
DMBA
1971
Deseret Mutual Benefit Administrators
Utah
$148K
CB
1972
Community Bank
New York
$147K
SWP
1973
Strategic Wealth Partners
Ohio
$146K
APW
1974
Acima Private Wealth
Virginia
$142K
FMP
1975
Financial Management Professionals
Texas
$142K