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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
UAG
1026
United Advisor Group
Ohio
$953K
MIM
1027
Marco Investment Management
Georgia
$948K
FCM
1028
Fourpath Capital Management
Oklahoma
$946K
RMP
1029
Richards, Merrill & Peterson
Washington
$944K
RC
1030
Roundview Capital
New Jersey
$940K
HFBOT
1031
Home Federal Bank of Tennessee
Tennessee
$937K
EM
1032
Excalibur Management
Massachusetts
$929K
JAG
1033
Journey Advisory Group
Kentucky
$929K
MIC
1034
Means Investment Company
Maine
$924K
EWM
1035
Evercore Wealth Management
New York
$923K
WAC
1036
William Allan Corp
Colorado
$921K
TBNY
1037
Trustco Bank (New York)
New York
$921K
HCMG
1038
Howard Capital Management Group
California
$919K
PT
1039
Plimoth Trust
Massachusetts
$918K
SFP
1040
Shepherd Financial Partners
Massachusetts
$917K
NG
1041
Norden Group
Utah
$914K
SI
1042
SCP Investment
California
$910K
XWM
1043
Xcel Wealth Management
Florida
$909K
SJIM
1044
St. Johns Investment Management
Florida
$908K
BCWM
1045
Bartlett & Co Wealth Management
Ohio
$905K
LG
1046
LaFleur & Godfrey
Michigan
$904K
CPC
1047
Cookson Peirce & Co
Pennsylvania
$903K
SAM
1048
Secure Asset Management
Michigan
$902K
AA
1049
ALPS Advisors
Colorado
$899K
TWM
1050
Trueblood Wealth Management
Ohio
$893K