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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
29.08%
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
RFS
2026
Richardson Financial Services
Massachusetts
$85.8K +$29.2K +313 +53%
JWA
2027
JFS Wealth Advisors
Pennsylvania
$84.1K +$24.3K +260 +41%
RF
2028
Roxbury Financial
New Jersey
$83.5K +$653 +7 +0.8%
PIM
2029
Plato Investment Management
Australia
$82.4K
CFG
2030
Chapman Financial Group
Hawaii
$79.6K +$78.4K +840 New
GWSA
2031
Global Wealth Strategies & Associates
Colorado
$77.8K +$76.6K +821 New
GA
2032
Guerra Advisors
Florida
$77.7K +$76.6K +820 New
KA
2033
Kozak & Associates
Colorado
$76.5K +$560 +6 +0.7%
FWA
2034
Flagship Wealth Advisors
Massachusetts
$75.8K
WB
2035
Webster Bank
Connecticut
$73.5K
HBW
2036
Hazlett, Burt & Watson
West Virginia
$73K +$6.91K +74 +11%
DF
2037
Dunhill Financial
United Kingdom
$71.6K +$28.5K +305 +68%
BWAM
2038
Boyd Watterson Asset Management
Ohio
$70.7K -$467 -5 -0.7%
AA
2039
Addison Advisors
Vermont
$70K -$7.56K -81 -10%
CH
2040
Canton Hathaway
Rhode Island
$67K
WWA
2041
Wealth Watch Advisors
Colorado
$66.7K +$65.7K +704 New
NC
2042
North Capital
Utah
$65.5K +$93 +1 +0.1%
C
2043
Covestor
United Kingdom
$63K -$8.87K -95 -12%
WPWM
2044
Western Pacific Wealth Management
Illinois
$63K
GTAM
2045
Global Trust Asset Management
Florida
$62.8K
S
2046
Sachetta
Massachusetts
$62.8K +$2.15K +23 +4%
PSB
2047
Piscataqua Savings Bank
New Hampshire
$60.7K
B
2048
Birchbrook
Maine
$59.9K
TFA
2049
Transamerica Financial Advisors
Florida
$59.8K +$56.7K +607 +2,428%
HWM
2050
HighMark Wealth Management
Minnesota
$58.9K