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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
NL
2101
NVWM LLC
Pennsylvania
$30.5K -$467 -5 -2%
ATC
2102
Advantage Trust Company
Kansas
$30.4K
FFA
2103
Frazier Financial Advisors
Ohio
$30.4K +$280 +3 +0.9%
YP
2104
YANKCOM Partnership
South Dakota
$30.2K
MBFW
2105
Morton Brown Family Wealth
Pennsylvania
$29.8K
GFWA
2106
Grey Fox Wealth Advisors
Delaware
$29.4K +$29K +311 New
CVM
2107
Cheviot Value Management
California
$28.6K
RWS
2108
Retirement Wealth Solutions
Wisconsin
$28.5K -$840 -9 -3%
POIA
2109
Pin Oak Investment Advisors
Texas
$28.4K
CFS
2110
CGC Financial Services
Oregon
$27.8K
AW
2111
Avion Wealth
Texas
$27K -$187 -2 -0.7%
BIA
2112
Bell Investment Advisors
California
$26.2K -$2.15K -23 -8%
T
2113
Tidemark
California
$25.8K
PSFG
2114
Park Square Financial Group
Georgia
$25.7K -$720K -7,715 -97%
CCM
2115
Cloud Capital Management
Washington
$25K +$25.6K +274 New
AP
2116
Aspect Partners
Virginia
$24.5K +$373 +4 +2%
KFI
2117
Key Financial Inc
Pennsylvania
$24.3K -$1.21K -13 -5%
PWMG
2118
Prestige Wealth Management Group
New Jersey
$24.3K -$93 -1 -0.4%
MWA
2119
Miller Wealth Advisors
Colorado
$23.7K
TSMHT
2120
Thurston Springer Miller Herd & Titak
Indiana
$23.7K -$166K -1,776 -88%
LFASL
2121
Lugano Financial Advisors SA (LFA)
Switzerland
$23.3K
MAS
2122
MPWM Advisory Solutions
Georgia
$23.3K
SAS
2123
Spurstone Advisory Services
Connecticut
$23.1K
CWP
2124
Clark Wealth Partners
Illinois
$23.1K
1L
2125
10Elms LLP
Oklahoma
$22.9K