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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
BC
1976
Barrett & Company
Rhode Island
$141K
RBI
1977
Raiffeisen Bank International
Austria
$140K
MSFP
1978
Mark Sheptoff Financial Planning
Connecticut
$137K
RDFA
1979
Ritter Daniher Financial Advisory
Ohio
$137K
HIA
1980
Harbor Investment Advisory
Maryland
$135K
SC
1981
Sawyer & Company
Massachusetts
$133K
TFA
1982
Toth Financial Advisory
Virginia
$131K
CFFP
1983
Center for Financial Planning
Michigan
$129K
MEG
1984
Millstone Evans Group
Colorado
$129K
LP
1985
LMR Partners
United Kingdom
$129K
CFD
1986
Creative Financial Designs
Indiana
$127K
TCM
1987
TD Capital Management
Tennessee
$126K
SWIM
1988
Smallwood Wealth Investment Management
New Jersey
$124K
MSG
1989
Main Street Group
Virginia
$121K
TFIPS
1990
Towarzystwo Funduszy Inwestycyjnych PZU SA
$120K
JFA
1991
JNBA Financial Advisors
Minnesota
$120K
Q1WB
1992
Quest 10 Wealth Builders
Virginia
$119K
PWA
1993
Physician Wealth Advisors
Utah
$118K
FGAM
1994
Financial Gravity Asset Management
Texas
$116K
KOCAA
1995
Knights of Columbus Asset Advisors
Connecticut
$114K
WT
1996
Whittier Trust
California
$113K
HFS
1997
Horizon Financial Services
North Carolina
$113K
CCM
1998
Cutler Capital Management
Massachusetts
$112K
VWWMG
1999
Vermillion & White Wealth Management Group
Pennsylvania
$112K
TC
2000
Trust Company
Kansas
$112K