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Southern Company

2,173 hedge funds and large institutions have $68B invested in Southern Company in 2025 Q1 according to their latest regulatory filings, with 224 funds opening new positions, 896 increasing their positions, 727 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,173
Holders Change
+75
Holders Change %
+3.57%
% of All Funds
29.52%
Holding in Top 10
25
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+127.27%
% of All Funds
0.34%
New
224
Increased
896
Reduced
727
Closed
105
Calls
$502M
Puts
$284M
Net Calls
+$217M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
1151
Lathrop Investment Management
Arkansas
$655K +$276 +3 +0%
RIA
1152
Richwood Investment Advisors
Ohio
$654K -$39.1K -425 -6%
PAM
1153
Peninsula Asset Management
Florida
$652K
TWM
1154
Tradition Wealth Management
Minnesota
$651K +$27.1K +295 +4%
SL
1155
Sentry LLC
Tennessee
$651K +$272K +2,958 +72%
DWM
1156
Destination Wealth Management
California
$651K -$31.9K -347 -5%
PG
1157
Patten Group
Tennessee
$650K -$2.94K -32 -0.5%
AWM
1158
Abound Wealth Management
Tennessee
$649K -$13.3K -145 -2%
FBFS
1159
First Business Financial Services
Wisconsin
$648K -$40.5K -440 -6%
DTC
1160
Davidson Trust Company
Washington
$648K +$648K +7,045 New
FAM
1161
Formidable Asset Management
Ohio
$646K -$9.84K -107 -1%
FDS
1162
First Dallas Securities
Texas
$645K
CC
1163
Chicago Capital
Illinois
$643K
PL
1164
Perpetual Ltd
Australia
$642K
GSWM
1165
Greenup Street Wealth Management
Michigan
$640K -$2.85K -31 -0.4%
BWP
1166
Baldwin Wealth Partners
Massachusetts
$640K
GCS
1167
Gordian Capital (Singapore)
Singapore
$638K -$1.09M -12,000 -63%
TBA
1168
Tower Bridge Advisors
Pennsylvania
$634K +$13.8K +150 +2%
WAAG
1169
Wealth Alliance Advisory Group
Kansas
$633K
BP
1170
Ballentine Partners
Massachusetts
$633K +$106K +1,149 +20%
ECM
1171
Evergreen Capital Management
Washington
$633K +$34.1K +371 +6%
KOC
1172
Koss-Olinger Consulting
Florida
$632K +$632K +6,878 New
CAM
1173
Cidel Asset Management
Ontario, Canada
$631K -$44.1K -480 -7%
CAM
1174
Congress Asset Management
Massachusetts
$631K -$27.6K -300 -4%
FB
1175
Finward Bancorp
Indiana
$630K