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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
BAM
2251
Blueshift Asset Management
New Jersey
WTG
2252
West Tower Group
Virginia
BBA
2253
Baader Bank Aktiengesellschaft
Germany
VSQM
2254
V-Square Quantitative Management
Illinois
LWMT
2255
Legacy Wealth Management (Tennessee)
Tennessee
SLG
2256
Stanley-Laman Group
Pennsylvania
PCP
2257
Proficio Capital Partners
Massachusetts
RFM
2258
Royal Fund Management
Florida
RCM
2259
Requisite Capital Management
Texas
PSP
2260
Principal Street Partners
Tennessee
PAM
2261
Peak Asset Management
Colorado
MPM
2262
MBB Public Markets
Illinois
BWG
2263
Berry Wealth Group
Texas
LIP
2264
Lighthouse Investment Partners
Florida
JHC
2265
J. Hagan Capital
Kentucky
OF
2266
Optimize Financial
California
MWM
2267
Maripau Wealth Management
Indiana
IG
2268
ING Group
Netherlands
TIA
2269
Traphagen Investment Advisors
New Jersey
SSWG
2270
Seven Springs Wealth Group
Tennessee
GMA
2271
Glassy Mountain Advisors
Maryland
CFC
2272
Client First Capital
California
VFIC
2273
Valley Forge Investment Consultants
Pennsylvania
WI
2274
WrapManager Inc
California
APWA
2275
Atlas Private Wealth Advisors
New Jersey