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Southern Company

2,197 hedge funds and large institutions have $74.5B invested in Southern Company in 2025 Q3 according to their latest regulatory filings, with 164 funds opening new positions, 922 increasing their positions, 731 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,197
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
CTA
1001
Chesley Taft & Associates
Illinois
$1M
BWP
1002
Balboa Wealth Partners
Arizona
$998K
RL
1003
Rogco LP
Oklahoma
$996K
AWA
1004
Aaron Wealth Advisors
Illinois
$993K
Members Trust
1005
Members Trust
Florida
$984K
BFIC
1006
Bedell Frazier Investment Counselling
California
$983K
NAM
1007
NorthCrest Asset Manangement
Minnesota
$980K
MF
1008
Magnetar Financial
Illinois
$979K
FMB
1009
Field & Main Bank
Kentucky
$976K
BMCM
1010
Bryn Mawr Capital Management
Pennsylvania
$976K
CP
1011
Clarendon Private
Massachusetts
$976K
HTC
1012
Haverford Trust Company
Pennsylvania
$976K
AWA
1013
Acorn Wealth Advisors
Michigan
$974K
CA
1014
Claro Advisors
Massachusetts
$972K
BCM
1015
BluePath Capital Management
Georgia
$971K
BFS
1016
Bradley Foster & Sargent
Connecticut
$971K
SFG
1017
Sunburst Financial Group
Alabama
$969K
HIP
1018
HUB Investment Partners
Texas
$966K
RCAG
1019
Rehmann Capital Advisory Group
Michigan
$966K
AIMA
1020
Ables Iannone Moore & Associates
Georgia
$964K
IPAM
1021
Investment Partners Asset Management
New Jersey
$961K
MWM
1022
Modera Wealth Management
New Jersey
$958K
KWM
1023
Kingsman Wealth Management
Florida
$957K
MMM
1024
Mendel Money Management
Illinois
$956K
UAG
1025
United Advisor Group
Ohio
$953K