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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
MMG
1051
Monetary Management Group
Missouri
$892K
WWM
1052
Wagner Wealth Management
South Carolina
$888K
DJSG
1053
D.J. St. Germain
Massachusetts
$888K
CPIG
1054
Chicago Partners Investment Group
Illinois
$886K
AWM
1055
Affinity Wealth Management
Delaware
$882K
GSWM
1056
Golden State Wealth Management
California
$881K
SIC
1057
Salem Investment Counselors
North Carolina
$880K
SAI
1058
Savvy Advisors Inc
New York
$880K
DCM
1059
Davis Capital Management
Florida
$878K
NW
1060
NewEdge Wealth
Pennsylvania
$873K
WDC
1061
Woodward Diversified Capital
California
$872K
MAM
1062
Mainsail Asset Management
Alabama
$871K
AWM
1063
Aberdeen Wealth Management
Illinois
$870K
TCWA
1064
Turtle Creek Wealth Advisors
Texas
$869K
EWA
1065
Exencial Wealth Advisors
Oklahoma
$867K
BCI
1066
Blue Capital Inc
Nebraska
$866K
Lazard Asset Management
1067
Lazard Asset Management
New York
$859K
WTFG
1068
Wells Trecaso Financial Group
Ohio
$858K
RAG
1069
RIA Advisory Group
Iowa
$855K
SW
1070
Simplicity Wealth
New Jersey
$855K
OFS
1071
OneAscent Financial Services
Alabama
$854K
BCG
1072
Breakwater Capital Group
New Jersey
$849K
CBOR
1073
Community Bank of Raymore
Missouri
$848K
BL
1074
Balentine LLC
Georgia
$847K
MFC
1075
Mechanics Financial Corp
Ohio
$845K