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Southern Company

2,169 hedge funds and large institutions have $70.8B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 932 increasing their positions, 730 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$599M
Puts
$214M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GL
1001
Graypoint LLC
New York
$915K
PT
1002
Plimoth Trust
Massachusetts
$914K
WDC
1003
Woodward Diversified Capital
California
$912K
HPC
1004
HM Payson & Co
Maine
$910K
TWP
1005
Triad Wealth Partners
Kansas
$909K
HFBOT
1006
Home Federal Bank of Tennessee
Tennessee
$908K
CA
1007
CoreCap Advisors
Michigan
$908K
MIC
1008
Means Investment Company
Maine
$907K
BCM
1009
BluePath Capital Management
Georgia
$907K
EM
1010
Excalibur Management
Massachusetts
$902K
LWAM
1011
Legacy Wealth Asset Management
Minnesota
$902K
TBNY
1012
Trustco Bank (New York)
New York
$902K
NCM
1013
Novare Capital Management
North Carolina
$900K
MSWM
1014
McGlone Suttner Wealth Management
Wisconsin
$900K
JAG
1015
Journey Advisory Group
Kentucky
$900K
RMP
1016
Richards, Merrill & Peterson
Washington
$893K
AC
1017
Avestar Capital
New York
$891K
AA
1018
Ancora Advisors
Ohio
$891K
SFP
1019
Shepherd Financial Partners
Massachusetts
$888K
MMG
1020
Monetary Management Group
Missouri
$882K
BCWM
1021
Bartlett & Co Wealth Management
Ohio
$880K
DJSG
1022
D.J. St. Germain
Massachusetts
$879K
SAM
1023
Secure Asset Management
Michigan
$878K
WAC
1024
William Allan Corp
Colorado
$878K
BFA
1025
Beaumont Financial Advisors
Massachusetts
$875K