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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
BHWM
2076
Beaird Harris Wealth Management
Texas
$43.9K +$934 +10 +2%
MAM
2077
Meeder Asset Management
Ohio
$42.8K +$42.1K +451 +45,100%
CTC
2078
Cetera Trust Company
Minnesota
$42.6K
MMCM
2079
Murphy & Mullick Capital Management
New York
$42.5K
AIM
2080
Access Investment Management
Georgia
$41.8K
ACM
2081
Anfield Capital Management
California
$41.6K +$840 +9 +2%
MLA
2082
MB, Levis & Associates
Pennsylvania
$40.1K +$93 +1 +0.2%
CA
2083
Centerpoint Advisors
Massachusetts
$40K +$6.63K +71 +20%
PCM
2084
Perritt Capital Management
Illinois
$39.7K +$93 +1 +0.2%
TFM
2085
TFC Financial Management
Massachusetts
$39.6K
Loomis, Sayles & Company
2086
Loomis, Sayles & Company
Massachusetts
$39.3K +$653 +7 +2%
IWM
2087
IMG Wealth Management
Florida
$38.8K
FCT
2088
First Community Trust
Iowa
$37.9K
SAM
2089
Strive Asset Management
Ohio
$37.1K +$36.6K +392 New
AWM
2090
Accredited Wealth Management
Kentucky
$37K -$17.5K -187 -48%
ACM
2091
Aster Capital Management
United Arab Emirates
$35.3K +$34.8K +373 New
CCM
2092
Chilton Capital Management
Texas
$34.2K +$18.4K +197 +120%
FCG
2093
Financial Connections Group
California
$34K
SGK
2094
Steigerwald Gordon & Koch
Virginia
$33.6K +$33.1K +355 New
FIM
2095
FWL Investment Management
Texas
$33.2K
ME
2096
McIlrath & Eck
Washington
$33.2K
HNW
2097
High Note Wealth
Minnesota
$32.7K +$187 +2 +0.6%
EWM
2098
Evermay Wealth Management
Virginia
$32.2K
FDW
2099
Fourth Dimension Wealth
Ohio
$31.1K -$20.1K -215 -40%
AWM
2100
Activest Wealth Management
Florida
$30.7K +$1.49K +16 +5%