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