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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
AC
2226
Arrow Capital
Australia
ICP
2227
Ilex Capital Partners
United Kingdom
BCM
2228
Bayesian Capital Management
New York
TG
2229
TCW Group
California
Capstone Investment Advisors
2230
Capstone Investment Advisors
New York
JFG
2231
Jefferies Financial Group
New York
WW
2232
Waterfront Wealth
Kansas
NIM
2233
Nicollet Investment Management
Minnesota
LOAMS
2234
Lombard Odier Asset Management (Switzerland)
Switzerland
FIM
2235
Freedom Investment Management
Connecticut
SGI
2236
Summit Global Investments
Utah
AV
2237
Alamea Verwaltungs
New Jersey
CA
2238
Cornerstone Advisors
North Carolina
FAIM
2239
Financial Advocates Investment Management
Washington
UFF
2240
USA Financial Formulas
Michigan
WG
2241
Winton Group
United Kingdom
BFM
2242
Boothbay Fund Management
New York
EWA
2243
Elevate Wealth Advisory
Georgia
QIM
2244
Quantitative Investment Management
Virginia
IC
2245
Iconiq Capital
California
ACP
2246
Arcus Capital Partners
Georgia
TC
2247
TownSquare Capital
Utah
ACM
2248
AlphaStar Capital Management
North Carolina
SWGC
2249
Summit Wealth Group (Colorado)
Colorado
EE
2250
EWG Elevate
California