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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
VWWMG
2001
Vermillion & White Wealth Management Group
Pennsylvania
$112K +$4.85K +52 +5%
TC
2002
Trust Company
Kansas
$112K +$110K +1,178 New
PG
2003
Proffitt & Goodson
Tennessee
$110K
RF
2004
Rossby Financial
Florida
$110K +$23.1K +247 +27%
RBC
2005
Roble Belko & Company
Pennsylvania
$109K
HIIFS
2006
Harel Insurance Investments & Financial Services
Israel
$108K +$107K +1,143 New
OAM
2007
Ostrum Asset Management
France
$106K -$3.36K -36 -3%
BGAI
2008
Bruce G. Allen Investments
Colorado
$105K -$280 -3 -0.3%
HWA
2009
Heartwood Wealth Advisors
Virginia
$105K +$104K +1,113 New
SHIM
2010
Stone House Investment Management
Pennsylvania
$105K +$560 +6 +0.5%
HFS
2011
Hughes Financial Services
Virginia
$104K -$934 -10 -0.9%
VFM
2012
Vision Financial Markets
Connecticut
$101K
BAM
2013
Bellevue Asset Management
Washington
$101K +$373 +4 +0.4%
RPA
2014
Redwood Park Advisors
California
$98.2K +$840 +9 +0.9%
STB
2015
S&T Bank
Pennsylvania
$96K +$30.6K +328 +48%
GKIM
2016
GW&K Investment Management
Massachusetts
$96K +$4.11K +44 +5%
HWM
2017
Hemington Wealth Management
Virginia
$95K +$6.07K +65 +7%
DI
2018
DAGCO Inc
Ohio
$94.8K
RFP
2019
Root Financial Partners
California
$92.9K +$91.5K +980 New
ACA
2020
American Capital Advisory
Idaho
$92.7K +$373 +4 +0.4%
IWP
2021
IAG Wealth Partners
Wisconsin
$92.3K -$9.34K -100 -9%
CSC
2022
Caldwell Sutter Capital
California
$91.8K -$9.34K -100 -9%
KSB
2023
Kennebec Savings Bank
Maine
$90.8K +$2.61K +28 +3%
HFS
2024
Hopwood Financial Services
Virginia
$90K
LI
2025
LRI Investments
Florida
$88.6K