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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
WBC
2126
West Branch Capital
Massachusetts
$22.3K
QWM
2127
Quaker Wealth Management
New Jersey
$22.3K
NECFA
2128
New England Capital Financial Advisors
Connecticut
$21.9K
WPA
2129
Wealth Preservation Advisors
Tennessee
$21.9K
WWM
2130
Wolff Wiese Magana
California
$21.8K
WAM
2131
WFA Asset Management
Wisconsin
$20.9K
CTWM
2132
Cherry Tree Wealth Management
Minnesota
$20.1K
PWMG
2133
Private Wealth Management Group
New Jersey
$20K
CIAS
2134
CBIZ Investment Advisory Services
Ohio
$19.1K
CBT
2135
CoreFirst Bank & Trust
Kansas
$19K
WTA
2136
Washington Trust Advisors
Massachusetts
$18.9K
RFA
2137
Reyes Financial Architecture
California
$18.6K
RTC
2138
Riverview Trust Company
Washington
$18.4K
TVWM
2139
Tower View Wealth Management
Wisconsin
$18.2K
AG
2140
AmeriFlex Group
Nevada
$18.2K
FNWA
2141
Financial Network Wealth Advisors
Utah
$18.2K
NWM
2142
Navigoe Wealth Management
California
$18K
CAM
2143
Creekmur Asset Management
Illinois
$17.6K
KFA
2144
Kelleher Financial Advisors
New York
$17.5K
FC
2145
Fairscale Capital
New Hampshire
$15.4K
PA
2146
Pineridge Advisors
Missouri
$14.8K
WCM
2147
Westend Capital Management
California
$14.8K
FLP
2148
Financial Life Planners
Arizona
$14.6K
SA
2149
Strategic Advocates
Utah
$14.5K
CJ
2150
Caitlin John
Michigan
$14.2K