We are live on ! Find out more
SO icon

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
EWA
2251
Elevate Wealth Advisory
Georgia
-$606K -6,603 Closed
QIM
2252
Quantitative Investment Management
Virginia
-$550K -5,994 Closed
IC
2253
Iconiq Capital
California
-$539K -5,872 Closed
ACP
2254
Arcus Capital Partners
Georgia
-$538K -5,864 Closed
TC
2255
TownSquare Capital
Utah
-$529K -5,761 Closed
ACM
2256
AlphaStar Capital Management
North Carolina
-$525K -5,720 Closed
SWGC
2257
Summit Wealth Group (Colorado)
Colorado
-$496K -5,402 Closed
EE
2258
EWG Elevate
California
-$488K -5,316 Closed
BAM
2259
Blueshift Asset Management
New Jersey
-$449K -4,892 Closed
WTG
2260
West Tower Group
Virginia
-$413K -4,500 Closed
BBA
2261
Baader Bank Aktiengesellschaft
Germany
-$400K -4,384 Closed
VSQM
2262
V-Square Quantitative Management
Illinois
-$402K -4,376 Closed
LWMT
2263
Legacy Wealth Management (Tennessee)
Tennessee
-$380K -4,143 Closed
SLG
2264
Stanley-Laman Group
Pennsylvania
-$373K -4,058 Closed
PCP
2265
Proficio Capital Partners
Massachusetts
-$340K -3,698 Closed
RFM
2266
Royal Fund Management
Florida
-$334K -3,640 Closed
RCM
2267
Requisite Capital Management
Texas
-$330K -3,595 Closed
PSP
2268
Principal Street Partners
Tennessee
-$329K -3,578 Closed
PAM
2269
Peak Asset Management
Colorado
-$281K -3,060 Closed
MPM
2270
MBB Public Markets
Illinois
-$278K -3,027 Closed
BWG
2271
Berry Wealth Group
Texas
-$277K -3,016 Closed
LIP
2272
Lighthouse Investment Partners
Florida
-$275K -3,000 Closed
JHC
2273
J. Hagan Capital
Kentucky
-$276K -2,910 Closed
OF
2274
Optimize Financial
California
-$257K -2,796 Closed
MWM
2275
Maripau Wealth Management
Indiana
-$250K -2,722 Closed