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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
CVM
2101
Cheviot Value Management
California
$28.6K
RWS
2102
Retirement Wealth Solutions
Wisconsin
$28.5K
POIA
2103
Pin Oak Investment Advisors
Texas
$28.4K
CFS
2104
CGC Financial Services
Oregon
$27.8K
AW
2105
Avion Wealth
Texas
$27K
BIA
2106
Bell Investment Advisors
California
$26.2K
T
2107
Tidemark
California
$25.8K
PSFG
2108
Park Square Financial Group
Georgia
$25.7K
CCM
2109
Cloud Capital Management
Washington
$25K
AP
2110
Aspect Partners
Virginia
$24.5K
KFI
2111
Key Financial Inc
Pennsylvania
$24.3K
PWMG
2112
Prestige Wealth Management Group
New Jersey
$24.3K
MWA
2113
Miller Wealth Advisors
Colorado
$23.7K
TSMHT
2114
Thurston Springer Miller Herd & Titak
Indiana
$23.7K
LFASL
2115
Lugano Financial Advisors SA (LFA)
Switzerland
$23.3K
MAS
2116
MPWM Advisory Solutions
Georgia
$23.3K
SAS
2117
Spurstone Advisory Services
Connecticut
$23.1K
CWP
2118
Clark Wealth Partners
Illinois
$23.1K
1L
2119
10Elms LLP
Oklahoma
$22.9K
SC
2120
Solstein Capital
California
$22.4K
HHMI
2121
Howard Hughes Medical Institute
Maryland
$22.4K
WBC
2122
West Branch Capital
Massachusetts
$22.3K
QWM
2123
Quaker Wealth Management
New Jersey
$22.3K
NECFA
2124
New England Capital Financial Advisors
Connecticut
$21.9K
WPA
2125
Wealth Preservation Advisors
Tennessee
$21.9K