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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
CFC
2276
Client First Capital
California
VFIC
2277
Valley Forge Investment Consultants
Pennsylvania
WI
2278
WrapManager Inc
California
APWA
2279
Atlas Private Wealth Advisors
New Jersey
AWM
2280
Arista Wealth Management
Nevada
HCM
2281
Howland Capital Management
Massachusetts
AC
2282
ASB Consultores
Florida
MWA
2283
Muirfield Wealth Advisors
North Carolina
AA
2284
Altman Advisors
Illinois
SMH
2285
Sanders Morris Harris
Texas
ACM
2286
Advent Capital Management
New York
NC
2287
NewSquare Capital
Pennsylvania
SGC
2288
Slocum, Gordon & Co
Rhode Island
TPWA
2289
Twin Peaks Wealth Advisors
California
PWM
2290
Puff Wealth Management
New Jersey
BCMLT
2291
Beacon Capital Management LLC (Tennessee)
Tennessee
OW
2292
Olistico Wealth
Oklahoma
AWM
2293
Atticus Wealth Management
Florida
CM
2294
Capula Management
Cayman Islands
OWA
2295
Opal Wealth Advisors
New York
SO
2296
Sierra Ocean
California
T
2297
Transce3nd
Texas
NCM
2298
Northwest Capital Management
Oregon
CCMI
2299
Creative Capital Management Investments
California
CCM
2300
Carderock Capital Management
Maryland