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Southern Company

2,211 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, 931 increasing their positions, 734 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
2,211
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
TC
2251
TownSquare Capital
Utah
ACM
2252
AlphaStar Capital Management
North Carolina
SWGC
2253
Summit Wealth Group (Colorado)
Colorado
EE
2254
EWG Elevate
California
BAM
2255
Blueshift Asset Management
New Jersey
WTG
2256
West Tower Group
Virginia
BBA
2257
Baader Bank Aktiengesellschaft
Germany
VSQM
2258
V-Square Quantitative Management
Illinois
LWMT
2259
Legacy Wealth Management (Tennessee)
Tennessee
SLG
2260
Stanley-Laman Group
Pennsylvania
PCP
2261
Proficio Capital Partners
Massachusetts
RFM
2262
Royal Fund Management
Florida
RCM
2263
Requisite Capital Management
Texas
PSP
2264
Principal Street Partners
Tennessee
PAM
2265
Peak Asset Management
Colorado
MPM
2266
MBB Public Markets
Illinois
BWG
2267
Berry Wealth Group
Texas
LIP
2268
Lighthouse Investment Partners
Florida
JHC
2269
J. Hagan Capital
Kentucky
OF
2270
Optimize Financial
California
MWM
2271
Maripau Wealth Management
Indiana
IG
2272
ING Group
Netherlands
TIA
2273
Traphagen Investment Advisors
New Jersey
SSWG
2274
Seven Springs Wealth Group
Tennessee
GMA
2275
Glassy Mountain Advisors
Maryland