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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
OAM
2001
Ostrum Asset Management
France
$106K
BGAI
2002
Bruce G. Allen Investments
Colorado
$105K
HWA
2003
Heartwood Wealth Advisors
Virginia
$105K
SHIM
2004
Stone House Investment Management
Pennsylvania
$105K
HFS
2005
Hughes Financial Services
Virginia
$104K
VFM
2006
Vision Financial Markets
Connecticut
$101K
BAM
2007
Bellevue Asset Management
Washington
$101K
RPA
2008
Redwood Park Advisors
California
$98.2K
STB
2009
S&T Bank
Pennsylvania
$96K
GKIM
2010
GW&K Investment Management
Massachusetts
$96K
HWM
2011
Hemington Wealth Management
Virginia
$95K
DI
2012
DAGCO Inc
Ohio
$94.8K
RFP
2013
Root Financial Partners
California
$92.9K
ACA
2014
American Capital Advisory
Idaho
$92.7K
IWP
2015
IAG Wealth Partners
Wisconsin
$92.3K
CSC
2016
Caldwell Sutter Capital
California
$91.8K
KSB
2017
Kennebec Savings Bank
Maine
$90.8K
HFS
2018
Hopwood Financial Services
Virginia
$90K
LI
2019
LRI Investments
Florida
$88.6K
RFS
2020
Richardson Financial Services
Massachusetts
$85.8K
JWA
2021
JFS Wealth Advisors
Pennsylvania
$84.1K
RF
2022
Roxbury Financial
New Jersey
$83.5K
PIM
2023
Plato Investment Management
Australia
$82.4K
CFG
2024
Chapman Financial Group
Hawaii
$79.6K
GWSA
2025
Global Wealth Strategies & Associates
Colorado
$77.8K