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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
MSWA
2176
Marshall & Sterling Wealth Advisors
New York
$9K
OAJ
2177
Ogorek Anthony Joseph
New York
$9K +$373 +4 +4%
LFA
2178
LGT Financial Advisors
Texas
$8.24K
PCM
2179
Penserra Capital Management
California
$8K
CWA
2180
Carolina Wealth Advisors
South Carolina
$7.68K
RWPA
2181
Richard W. Paul & Associates
Michigan
$7.39K -$2.05K -22 -22%
NWM
2182
Nova Wealth Management
Florida
$7.06K
LWA
2183
Lowe Wealth Advisors
Maryland
$6.92K
PWA
2184
Principia Wealth Advisory
Texas
$6.54K +$840 +9 +15%
RS
2185
Rakuten Securities
Japan
$6.44K
BFS
2186
Burkett Financial Services
South Carolina
$5.93K +$93 +1 +2%
FP
2187
Financial Perspectives
Minnesota
$5.49K
WA
2188
WestEnd Advisors
North Carolina
$4.74K +$4.67K +50 New
PS
2189
PayPay Securities
Japan
$4.72K +$2.52K +27 +117%
BHWM
2190
Bay Harbor Wealth Management
Maryland
$4.17K +$934 +10 +29%
TFGT
2191
TS Financial Group (TSFG)
Illinois
$4K +$4.11K +44 New
EWP
2192
Elevation Wealth Partners
California
$3.98K +$3.92K +42 New
VWA
2193
Valued Wealth Advisors
Utah
$3.79K
DPW
2194
DiNuzzo Private Wealth
Pennsylvania
$3.69K
TCB
2195
Texas Capital Bancshares
Texas
$3.51K +$3.45K +37 New
RWM
2196
Rialto Wealth Management
New York
$3.41K +$187 +2 +6%
WW
2197
Winnow Wealth
Texas
$3.23K +$3.17K +34 New
EP
2198
Essential Partners
California
$2.98K +$2.24K +24 +343%
HCM
2199
Hollencrest Capital Management
California
$2.84K
TCA
2200
Trifecta Capital Advisors
Illinois
$2.18K