SO icon

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
LWA
2176
Lowe Wealth Advisors
Maryland
$6.92K
PWA
2177
Principia Wealth Advisory
Texas
$6.54K
RS
2178
Rakuten Securities
Japan
$6.44K
BFS
2179
Burkett Financial Services
South Carolina
$5.93K
FP
2180
Financial Perspectives
Minnesota
$5.49K
WA
2181
WestEnd Advisors
North Carolina
$4.74K
PS
2182
PayPay Securities
Japan
$4.72K
BHWM
2183
Bay Harbor Wealth Management
Maryland
$4.17K
TFGT
2184
TS Financial Group (TSFG)
Illinois
$4K
EWP
2185
Elevation Wealth Partners
California
$3.98K
VWA
2186
Valued Wealth Advisors
Utah
$3.79K
DPW
2187
DiNuzzo Private Wealth
Pennsylvania
$3.69K
TCB
2188
Texas Capital Bancshares
Texas
$3.51K
RWM
2189
Rialto Wealth Management
New York
$3.41K
WW
2190
Winnow Wealth
Texas
$3.23K
HCM
2191
Hollencrest Capital Management
California
$2.84K
TCA
2192
Trifecta Capital Advisors
Illinois
$2.18K
HC
2193
Hara Capital
Washington
$2.08K
WCM
2194
Winthrop Capital Management
Indiana
$2K
YAL
2195
Your Advocates Ltd
Texas
$1.92K
DWA
2196
Delos Wealth Advisors
Texas
$1.71K
SFCL
2197
Strengthening Families & Communities LLC
Massachusetts
$1.62K
OCM
2198
Orion Capital Management
California
$1.33K
CPG
2199
Cornerstone Planning Group
New Jersey
$1.17K
CA
2200
Crewe Advisors
Utah
$1.14K