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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
AI
2151
AXS Investments
New York
$13.6K
SC
2152
Steph & Co
Wisconsin
$13.3K
KG
2153
Kilter Group
New York
$12.6K
LC
2154
Lavaca Capital
Texas
$11.6K
NRG
2155
Nemes Rush Group
Michigan
$11.1K
LCM
2156
Logan Capital Management
Pennsylvania
$11K
SIC
2157
SJS Investment Consulting
Ohio
$10.9K
TWD
2158
True Wealth Design
Ohio
$10.1K
RWA
2159
Redmont Wealth Advisors
Illinois
$9.95K
WSCM
2160
Wellington Shields Capital Management
New York
$9.86K
BFS
2161
Bare Financial Services
Pennsylvania
$9.76K
CFS
2162
Compass Financial Services
Iowa
$9.55K
CYG
2163
Clean Yield Group
Vermont
$9.48K
JFG
2164
JDM Financial Group
Texas
$9.48K
FFL
2165
Financial Freedom LLC
Ohio
$9.48K
IW
2166
Imprint Wealth
South Carolina
$9.48K
PAI
2167
Pittenger & Anderson Inc
Nebraska
$9.48K
NWMP
2168
Noble Wealth Management PBC
Colorado
$9.1K
MSWA
2169
Marshall & Sterling Wealth Advisors
New York
$9K
OAJ
2170
Ogorek Anthony Joseph
New York
$9K
LFA
2171
LGT Financial Advisors
Texas
$8.24K
PCM
2172
Penserra Capital Management
California
$8K
CWA
2173
Carolina Wealth Advisors
South Carolina
$7.68K
RWPA
2174
Richard W. Paul & Associates
Michigan
$7.39K
NWM
2175
Nova Wealth Management
Florida
$7.06K