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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
GA
2026
Guerra Advisors
Florida
$77.7K
KA
2027
Kozak & Associates
Colorado
$76.5K
FWA
2028
Flagship Wealth Advisors
Massachusetts
$75.8K
WB
2029
Webster Bank
Connecticut
$73.5K
HBW
2030
Hazlett, Burt & Watson
West Virginia
$73K
DF
2031
Dunhill Financial
United Kingdom
$71.6K
BWAM
2032
Boyd Watterson Asset Management
Ohio
$70.7K
AA
2033
Addison Advisors
Vermont
$70K
CH
2034
Canton Hathaway
Rhode Island
$67K
WWA
2035
Wealth Watch Advisors
Colorado
$66.7K
NC
2036
North Capital
Utah
$65.5K
C
2037
Covestor
United Kingdom
$63K
WPWM
2038
Western Pacific Wealth Management
Illinois
$63K
GTAM
2039
Global Trust Asset Management
Florida
$62.8K
S
2040
Sachetta
Massachusetts
$62.8K
PSB
2041
Piscataqua Savings Bank
New Hampshire
$60.7K
B
2042
Birchbrook
Maine
$59.9K
TFA
2043
Transamerica Financial Advisors
Florida
$59.8K
HWM
2044
HighMark Wealth Management
Minnesota
$58.9K
MFT
2045
Moisand Fitzgerald Tamayo
Florida
$58.5K
CWIG
2046
Chung Wu Investment Group
Texas
$56.9K
CG
2047
Curat Global
New Hampshire
$55.5K
SWA
2048
SOA Wealth Advisors
New York
$55.4K
PP
2049
Pacifica Partners
Canada
$55K
DWM
2050
Darwin Wealth Management
Florida
$53.9K