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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
SC
2126
Solstein Capital
California
$22.4K -$2.05K -22 -9%
HHMI
2127
Howard Hughes Medical Institute
Maryland
$22.4K
WBC
2128
West Branch Capital
Massachusetts
$22.3K -$22.2K -238 -50%
QWM
2129
Quaker Wealth Management
New Jersey
$22.3K
NECFA
2130
New England Capital Financial Advisors
Connecticut
$21.9K +$187 +2 +0.9%
WPA
2131
Wealth Preservation Advisors
Tennessee
$21.9K
WWM
2132
Wolff Wiese Magana
California
$21.8K +$280 +3 +1%
WAM
2133
WFA Asset Management
Wisconsin
$20.9K
CTWM
2134
Cherry Tree Wealth Management
Minnesota
$20.1K
PWMG
2135
Private Wealth Management Group
New Jersey
$20K
CIAS
2136
CBIZ Investment Advisory Services
Ohio
$19.1K -$27.3K -292 -59%
CBT
2137
CoreFirst Bank & Trust
Kansas
$19K
WTA
2138
Washington Trust Advisors
Massachusetts
$18.9K
RFA
2139
Reyes Financial Architecture
California
$18.6K -$31.6K -338 -63%
RTC
2140
Riverview Trust Company
Washington
$18.4K
TVWM
2141
Tower View Wealth Management
Wisconsin
$18.2K +$93 +1 +0.5%
AG
2142
AmeriFlex Group
Nevada
$18.2K -$10.1K -108 -36%
FNWA
2143
Financial Network Wealth Advisors
Utah
$18.2K
NWM
2144
Navigoe Wealth Management
California
$18K
CAM
2145
Creekmur Asset Management
Illinois
$17.6K +$93 +1 +0.5%
KFA
2146
Kelleher Financial Advisors
New York
$17.5K +$17.3K +185 New
RF
2147
Robinswood Financial
Washington
$17.1K +$16.8K +180 New
FC
2148
Fairscale Capital
New Hampshire
$15.4K
PA
2149
Pineridge Advisors
Missouri
$14.8K +$2.05K +22 +16%
WCM
2150
Westend Capital Management
California
$14.8K