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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
APW
1976
Acima Private Wealth
Virginia
$142K
FMP
1977
Financial Management Professionals
Texas
$142K -$373 -4 -0.3%
BC
1978
Barrett & Company
Rhode Island
$141K
RBI
1979
Raiffeisen Bank International
Austria
$140K +$24.5K +262 +21%
MSFP
1980
Mark Sheptoff Financial Planning
Connecticut
$137K -$3.73K -40 -3%
RDFA
1981
Ritter Daniher Financial Advisory
Ohio
$137K
HIA
1982
Harbor Investment Advisory
Maryland
$135K -$24.7K -265 -16%
SC
1983
Sawyer & Company
Massachusetts
$133K
TFA
1984
Toth Financial Advisory
Virginia
$131K +$373 +4 +0.3%
CFFP
1985
Center for Financial Planning
Michigan
$129K +$56.5K +605 +80%
MEG
1986
Millstone Evans Group
Colorado
$129K
LP
1987
LMR Partners
United Kingdom
$129K +$126K +1,352 +33,800%
CFD
1988
Creative Financial Designs
Indiana
$127K -$50.9K -545 -29%
TCM
1989
TD Capital Management
Tennessee
$126K +$467 +5 +0.4%
SWIM
1990
Smallwood Wealth Investment Management
New Jersey
$124K
MSG
1991
Main Street Group
Virginia
$121K
TFIPS
1992
Towarzystwo Funduszy Inwestycyjnych PZU SA
$120K
JFA
1993
JNBA Financial Advisors
Minnesota
$120K
Q1WB
1994
Quest 10 Wealth Builders
Virginia
$119K +$11.5K +123 +11%
PWA
1995
Physician Wealth Advisors
Utah
$118K +$85.5K +916 +281%
FGAM
1996
Financial Gravity Asset Management
Texas
$116K +$114K +1,221 New
KOCAA
1997
Knights of Columbus Asset Advisors
Connecticut
$114K
WT
1998
Whittier Trust
California
$113K -$29.1K -312 -21%
HFS
1999
Horizon Financial Services
North Carolina
$113K +$99.2K +1,063 +850%
CCM
2000
Cutler Capital Management
Massachusetts
$112K +$111K +1,184 New