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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
FFA
2101
Frazier Financial Advisors
Ohio
$30.4K
YP
2102
YANKCOM Partnership
South Dakota
$30.2K
MBFW
2103
Morton Brown Family Wealth
Pennsylvania
$29.8K
GFWA
2104
Grey Fox Wealth Advisors
Delaware
$29.4K
CVM
2105
Cheviot Value Management
California
$28.6K
RWS
2106
Retirement Wealth Solutions
Wisconsin
$28.5K
POIA
2107
Pin Oak Investment Advisors
Texas
$28.4K
CFS
2108
CGC Financial Services
Oregon
$27.8K
AW
2109
Avion Wealth
Texas
$27K
BIA
2110
Bell Investment Advisors
California
$26.2K
T
2111
Tidemark
California
$25.8K
PSFG
2112
Park Square Financial Group
Georgia
$25.7K
CCM
2113
Cloud Capital Management
Washington
$25K
AP
2114
Aspect Partners
Virginia
$24.5K
KFI
2115
Key Financial Inc
Pennsylvania
$24.3K
PWMG
2116
Prestige Wealth Management Group
New Jersey
$24.3K
MWA
2117
Miller Wealth Advisors
Colorado
$23.7K
TSMHT
2118
Thurston Springer Miller Herd & Titak
Indiana
$23.7K
LFASL
2119
Lugano Financial Advisors SA (LFA)
Switzerland
$23.3K
MAS
2120
MPWM Advisory Solutions
Georgia
$23.3K
SAS
2121
Spurstone Advisory Services
Connecticut
$23.1K
CWP
2122
Clark Wealth Partners
Illinois
$23.1K
1L
2123
10Elms LLP
Oklahoma
$22.9K
SC
2124
Solstein Capital
California
$22.4K
HHMI
2125
Howard Hughes Medical Institute
Maryland
$22.4K