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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
RF
2026
Roxbury Financial
New Jersey
$83.5K
PIM
2027
Plato Investment Management
Australia
$82.4K
CFG
2028
Chapman Financial Group
Hawaii
$79.6K
GWSA
2029
Global Wealth Strategies & Associates
Colorado
$77.8K
GA
2030
Guerra Advisors
Florida
$77.7K
KA
2031
Kozak & Associates
Colorado
$76.5K
FWA
2032
Flagship Wealth Advisors
Massachusetts
$75.8K
WB
2033
Webster Bank
Connecticut
$73.5K
HBW
2034
Hazlett, Burt & Watson
West Virginia
$73K
DF
2035
Dunhill Financial
United Kingdom
$71.6K
BWAM
2036
Boyd Watterson Asset Management
Ohio
$70.7K
AA
2037
Addison Advisors
Vermont
$70K
CH
2038
Canton Hathaway
Rhode Island
$67K
WWA
2039
Wealth Watch Advisors
Colorado
$66.7K
NC
2040
North Capital
Utah
$65.5K
C
2041
Covestor
United Kingdom
$63K
WPWM
2042
Western Pacific Wealth Management
Illinois
$63K
GTAM
2043
Global Trust Asset Management
Florida
$62.8K
S
2044
Sachetta
Massachusetts
$62.8K
PSB
2045
Piscataqua Savings Bank
New Hampshire
$60.7K
B
2046
Birchbrook
Maine
$59.9K
TFA
2047
Transamerica Financial Advisors
Florida
$59.8K
HWM
2048
HighMark Wealth Management
Minnesota
$58.9K
MFT
2049
Moisand Fitzgerald Tamayo
Florida
$58.5K
CWIG
2050
Chung Wu Investment Group
Texas
$56.9K