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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
MFT
2051
Moisand Fitzgerald Tamayo
Florida
$58.5K
CWIG
2052
Chung Wu Investment Group
Texas
$56.9K
CG
2053
Curat Global
New Hampshire
$55.5K
SWA
2054
SOA Wealth Advisors
New York
$55.4K -$93 -1 -0.2%
PP
2055
Pacifica Partners
Canada
$55K +$40.6K +435 +300%
DWM
2056
Darwin Wealth Management
Florida
$53.9K
GWS
2057
Greykasell Wealth Strategies
California
$53.6K
CAL
2058
Capital Analysts LLC
Pennsylvania
$53K +$93 +1 +0.2%
TIM
2059
Tortoise Investment Management
New York
$52.8K +$3.55K +38 +7%
TF
2060
Tompkins Financial
New York
$52.6K
WAS
2061
Winch Advisory Services
Wisconsin
$52.2K -$9.99K -107 -16%
MTIC
2062
Missouri Trust & Investment Company
Missouri
$51.6K
TCM
2063
TruNorth Capital Management
Michigan
$51.6K
FC
2064
Financial Consulate
Maryland
$51.5K +$50.7K +543 New
WA
2065
WPG Advisers
Maryland
$49.8K
IRAG
2066
Investment Research & Advisory Group
Georgia
$49.6K
CB
2067
CNB Bank
Pennsylvania
$49.1K +$4.57K +49 +10%
TLA
2068
Tanglewood Legacy Advisors
Texas
$48.1K
AWM
2069
AllSquare Wealth Management
New York
$47.8K +$373 +4 +0.8%
CLOS
2070
Compagnie Lombard Odier SCmA
Switzerland
$47.4K
HSA
2071
Hussman Strategic Advisors
Maryland
$47.4K
BI
2072
Binnacle Investments
Iowa
$46.4K +$4.48K +48 +11%
BFPW
2073
BOK Financial Private Wealth
Colorado
$46.2K +$12.8K +137 +39%
SCA
2074
Stuart Chaussee & Associates
California
$46K
SIS
2075
Strategic Investment Solutions
Illinois
$44K -$467 -5 -1%