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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
OSNBOA
1951
Old Second National Bank of Aurora
Illinois
$189K -$6.07K -65 -3%
OCM
1952
Osterweis Capital Management
California
$188K
BWL
1953
Bogart Wealth LLC
Virginia
$184K +$1.96K +21 +1%
CIR
1954
Clear Investment Research
Georgia
$182K +$93 +1 +0.1%
SSG
1955
Summit Securities Group
New York
$180K +$108K +1,156 +156%
TWM
1956
Tripletail Wealth Management
Florida
$180K +$175K +1,879 New
RA
1957
Ransom Advisory
Rhode Island
$177K
CAL
1958
Capital Advisors Ltd
Ohio
$175K
PWM
1959
Proathlete Wealth Management
Florida
$169K +$934 +10 +0.6%
CIAM
1960
Caitong International Asset Management
Hong Kong
$167K +$164K +1,762 New
CCA
1961
Catalyst Capital Advisors
New York
$165K +$35.3K +378 +28%
SAM
1962
S.A. Mason
Michigan
$164K +$2.33K +25 +1%
SCM
1963
Silvant Capital Management
Georgia
$164K
RWM
1964
RMG Wealth Management
Wisconsin
$163K
MWA
1965
Medallion Wealth Advisors
Connecticut
$161K
FFO
1966
Fortitude Family Office
Arizona
$159K -$17.1K -183 -10%
MCM
1967
MV Capital Management
Maryland
$157K
LSA
1968
Leonteq Securities AG
Switzerland
$156K +$79.2K +848 +106%
RFG
1969
REAP Financial Group
Texas
$152K -$12.7K -136 -8%
HFM
1970
Harvest Fund Management
China
$152K
VNA
1971
Valley National Advisers
Pennsylvania
$152K +$4.48K +48 +3%
GWP
1972
Gen-Wealth Partners
Michigan
$151K -$26.4K -283 -15%
DMBA
1973
Deseret Mutual Benefit Administrators
Utah
$148K
CB
1974
Community Bank
New York
$147K
SWP
1975
Strategic Wealth Partners
Ohio
$146K -$1M -10,765 -88%