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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
MIM
1026
Marco Investment Management
Georgia
$948K
FCM
1027
Fourpath Capital Management
Oklahoma
$946K
RMP
1028
Richards, Merrill & Peterson
Washington
$944K
RC
1029
Roundview Capital
New Jersey
$940K
HFBOT
1030
Home Federal Bank of Tennessee
Tennessee
$937K
EM
1031
Excalibur Management
Massachusetts
$929K
JAG
1032
Journey Advisory Group
Kentucky
$929K
MIC
1033
Means Investment Company
Maine
$924K
EWM
1034
Evercore Wealth Management
New York
$923K
WAC
1035
William Allan Corp
Colorado
$921K
TBNY
1036
Trustco Bank (New York)
New York
$921K
HCMG
1037
Howard Capital Management Group
California
$919K
PT
1038
Plimoth Trust
Massachusetts
$918K
SFP
1039
Shepherd Financial Partners
Massachusetts
$917K
NG
1040
Norden Group
Utah
$914K
SI
1041
SCP Investment
California
$910K
XWM
1042
Xcel Wealth Management
Florida
$909K
SJIM
1043
St. Johns Investment Management
Florida
$908K
BCWM
1044
Bartlett & Co Wealth Management
Ohio
$905K
LG
1045
LaFleur & Godfrey
Michigan
$904K
CPC
1046
Cookson Peirce & Co
Pennsylvania
$903K
SAM
1047
Secure Asset Management
Michigan
$902K
AA
1048
ALPS Advisors
Colorado
$899K
TWM
1049
Trueblood Wealth Management
Ohio
$893K
ES
1050
Eagle Strategies
New York
$892K