SO icon

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
ES
1051
Eagle Strategies
New York
$892K
MMG
1052
Monetary Management Group
Missouri
$892K
WWM
1053
Wagner Wealth Management
South Carolina
$888K
DJSG
1054
D.J. St. Germain
Massachusetts
$888K
CPIG
1055
Chicago Partners Investment Group
Illinois
$886K
AWM
1056
Affinity Wealth Management
Delaware
$882K
GSWM
1057
Golden State Wealth Management
California
$881K
SIC
1058
Salem Investment Counselors
North Carolina
$880K
SAI
1059
Savvy Advisors Inc
New York
$880K
DCM
1060
Davis Capital Management
Florida
$878K
NW
1061
NewEdge Wealth
Pennsylvania
$873K
WDC
1062
Woodward Diversified Capital
California
$872K
MAM
1063
Mainsail Asset Management
Alabama
$871K
AWM
1064
Aberdeen Wealth Management
Illinois
$870K
TCWA
1065
Turtle Creek Wealth Advisors
Texas
$869K
EWA
1066
Exencial Wealth Advisors
Oklahoma
$867K
BCI
1067
Blue Capital Inc
Nebraska
$866K
Lazard Asset Management
1068
Lazard Asset Management
New York
$859K
WTFG
1069
Wells Trecaso Financial Group
Ohio
$858K
RAG
1070
RIA Advisory Group
Iowa
$855K
SW
1071
Simplicity Wealth
New Jersey
$855K
OFS
1072
OneAscent Financial Services
Alabama
$854K
BCG
1073
Breakwater Capital Group
New Jersey
$849K
CBOR
1074
Community Bank of Raymore
Missouri
$848K
BL
1075
Balentine LLC
Georgia
$847K