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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
FLP
2151
Financial Life Planners
Arizona
$14.6K +$14.4K +154 New
SA
2152
Strategic Advocates
Utah
$14.5K +$14.3K +153 New
CJ
2153
Caitlin John
Michigan
$14.2K +$14K +150 New
EPIMS
2154
Evelyn Partners Investment Management Services
$14.2K +$14K +150 New
MSWM
2155
Mowery & Schoenfeld Wealth Management
Illinois
$13.9K
PPA
2156
Painted Porch Advisors
California
$13.7K
AI
2157
AXS Investments
New York
$13.6K +$13.4K +144 New
MAM
2158
Marquette Asset Management
Minnesota
$13.6K +$13.4K +144 New
SC
2159
Steph & Co
Wisconsin
$13.3K
KG
2160
Kilter Group
New York
$12.6K +$2.89K +31 +30%
LC
2161
Lavaca Capital
Texas
$11.6K
NRG
2162
Nemes Rush Group
Michigan
$11.1K -$2.05K -22 -16%
LCM
2163
Logan Capital Management
Pennsylvania
$11K -$9.8K -105 -48%
SIC
2164
SJS Investment Consulting
Ohio
$10.9K
TWD
2165
True Wealth Design
Ohio
$10.1K +$467 +5 +5%
RWA
2166
Redmont Wealth Advisors
Illinois
$9.95K
WSCM
2167
Wellington Shields Capital Management
New York
$9.86K
BFS
2168
Bare Financial Services
Pennsylvania
$9.76K +$2.33K +25 +32%
CFS
2169
Compass Financial Services
Iowa
$9.55K +$93 +1 +1%
CYG
2170
Clean Yield Group
Vermont
$9.48K
FFL
2171
Financial Freedom LLC
Ohio
$9.48K
JFG
2172
JDM Financial Group
Texas
$9.48K
IW
2173
Imprint Wealth
South Carolina
$9.48K +$9.34K +100 New
PAI
2174
Pittenger & Anderson Inc
Nebraska
$9.48K +$9.34K +100 New
NWMP
2175
Noble Wealth Management PBC
Colorado
$9.1K +$8.96K +96 New