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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
CG
2051
Curat Global
New Hampshire
$55.5K
SWA
2052
SOA Wealth Advisors
New York
$55.4K
PP
2053
Pacifica Partners
Canada
$55K
DWM
2054
Darwin Wealth Management
Florida
$53.9K
GWS
2055
Greykasell Wealth Strategies
California
$53.6K
CAL
2056
Capital Analysts LLC
Pennsylvania
$53K
TIM
2057
Tortoise Investment Management
New York
$52.8K
TF
2058
Tompkins Financial
New York
$52.6K
WAS
2059
Winch Advisory Services
Wisconsin
$52.2K
TCM
2060
TruNorth Capital Management
Michigan
$51.6K
MTIC
2061
Missouri Trust & Investment Company
Missouri
$51.6K
FC
2062
Financial Consulate
Maryland
$51.5K
WA
2063
WPG Advisers
Maryland
$49.8K
IRAG
2064
Investment Research & Advisory Group
Georgia
$49.6K
CB
2065
CNB Bank
Pennsylvania
$49.1K
TLA
2066
Tanglewood Legacy Advisors
Texas
$48.1K
AWM
2067
AllSquare Wealth Management
New York
$47.8K
CLOS
2068
Compagnie Lombard Odier SCmA
Switzerland
$47.4K
HSA
2069
Hussman Strategic Advisors
Maryland
$47.4K
BI
2070
Binnacle Investments
Iowa
$46.4K
BFPW
2071
BOK Financial Private Wealth
Colorado
$46.2K
SCA
2072
Stuart Chaussee & Associates
California
$46K
SIS
2073
Strategic Investment Solutions
Illinois
$44K
BHWM
2074
Beaird Harris Wealth Management
Texas
$43.9K
MAM
2075
Meeder Asset Management
Ohio
$42.8K