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Southern Company

2,199 hedge funds and large institutions have $74.6B invested in Southern Company in 2025 Q3 according to their latest regulatory filings, with 164 funds opening new positions, 923 increasing their positions, 732 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,199
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
Name Holding Trade Value Shares
Change
Change in
Stake
TA
501
TrueWealth Advisors
Alabama
$4.16M
PAM
502
Palisade Asset Management
Minnesota
$4.15M
PFA
503
Pathway Financial Advisers
Indiana
$4.15M
WFG
504
Wills Financial Group
Virginia
$4.15M
MIM
505
MTM Investment Management
South Carolina
$4.13M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
506
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.13M
Connor, Clark & Lunn Investment Management (CC&L)
507
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.11M
WC
508
Waterloo Capital
Texas
$4.11M
MCM
509
Mainstay Capital Management
Michigan
$4.09M
ATFA
510
All Terrain Financial Advisors
Minnesota
$4.04M
BCM
511
Buckhead Capital Management
Georgia
$4.04M
SPC
512
Sigma Planning Corp
Michigan
$4.02M
FDCDDQ
513
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.98M
PCIA
514
Prime Capital Investment Advisors
Kansas
$3.96M
DWP
515
Daymark Wealth Partners
Ohio
$3.92M
CNBT
516
Canandaigua National Bank & Trust
New York
$3.9M
OIA
517
OneDigital Investment Advisors
Kansas
$3.9M
Los Angeles Capital Management
518
Los Angeles Capital Management
California
$3.87M
AC
519
Allstate Corporation
Illinois
$3.85M
JWM
520
JPL Wealth Management
Colorado
$3.79M
FNFDCM
521
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.77M
FNA
522
First National Advisers
Nebraska
$3.75M
APP
523
Avantax Planning Partners
Iowa
$3.74M
MIP
524
Marietta Investment Partners
Wisconsin
$3.74M
AIP
525
Ameritas Investment Partners
Nebraska
$3.74M