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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
MLA
2076
MB, Levis & Associates
Pennsylvania
$40.1K
CA
2077
Centerpoint Advisors
Massachusetts
$40K
PCM
2078
Perritt Capital Management
Illinois
$39.7K
TFM
2079
TFC Financial Management
Massachusetts
$39.6K
Loomis, Sayles & Company
2080
Loomis, Sayles & Company
Massachusetts
$39.3K
IWM
2081
IMG Wealth Management
Florida
$38.8K
FCT
2082
First Community Trust
Iowa
$37.9K
SAM
2083
Strive Asset Management
Ohio
$37.1K
AWM
2084
Accredited Wealth Management
Kentucky
$37K
ACM
2085
Aster Capital Management
United Arab Emirates
$35.3K
CCM
2086
Chilton Capital Management
Texas
$34.2K
FCG
2087
Financial Connections Group
California
$34K
SGK
2088
Steigerwald Gordon & Koch
Virginia
$33.6K
ME
2089
McIlrath & Eck
Washington
$33.2K
FIM
2090
FWL Investment Management
Texas
$33.2K
HNW
2091
High Note Wealth
Minnesota
$32.7K
EWM
2092
Evermay Wealth Management
Virginia
$32.2K
FDW
2093
Fourth Dimension Wealth
Ohio
$31.1K
AWM
2094
Activest Wealth Management
Florida
$30.7K
NL
2095
NVWM LLC
Pennsylvania
$30.5K
ATC
2096
Advantage Trust Company
Kansas
$30.4K
FFA
2097
Frazier Financial Advisors
Ohio
$30.4K
YP
2098
YANKCOM Partnership
South Dakota
$30.2K
MBFW
2099
Morton Brown Family Wealth
Pennsylvania
$29.8K
GFWA
2100
Grey Fox Wealth Advisors
Delaware
$29.4K