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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
WWM
2126
Wolff Wiese Magana
California
$21.8K
WAM
2127
WFA Asset Management
Wisconsin
$20.9K
CTWM
2128
Cherry Tree Wealth Management
Minnesota
$20.1K
PWMG
2129
Private Wealth Management Group
New Jersey
$20K
CIAS
2130
CBIZ Investment Advisory Services
Ohio
$19.1K
CBT
2131
CoreFirst Bank & Trust
Kansas
$19K
WTA
2132
Washington Trust Advisors
Massachusetts
$18.9K
RFA
2133
Reyes Financial Architecture
California
$18.6K
RTC
2134
Riverview Trust Company
Washington
$18.4K
TVWM
2135
Tower View Wealth Management
Wisconsin
$18.2K
AG
2136
AmeriFlex Group
Nevada
$18.2K
FNWA
2137
Financial Network Wealth Advisors
Utah
$18.2K
NWM
2138
Navigoe Wealth Management
California
$18K
CAM
2139
Creekmur Asset Management
Illinois
$17.6K
KFA
2140
Kelleher Financial Advisors
New York
$17.5K
FC
2141
Fairscale Capital
New Hampshire
$15.4K
PA
2142
Pineridge Advisors
Missouri
$14.8K
WCM
2143
Westend Capital Management
California
$14.8K
FLP
2144
Financial Life Planners
Arizona
$14.6K
SA
2145
Strategic Advocates
Utah
$14.5K
CJ
2146
Caitlin John
Michigan
$14.2K
EPIMS
2147
Evelyn Partners Investment Management Services
$14.2K
MSWM
2148
Mowery & Schoenfeld Wealth Management
Illinois
$13.9K
PPA
2149
Painted Porch Advisors
California
$13.7K
MAM
2150
Marquette Asset Management
Minnesota
$13.6K