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Southern Company

2,147 hedge funds and large institutions have $70.8B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 924 increasing their positions, 722 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
-26
Holders Change %
-1.2%
% of All Funds
28.78%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.32%
New
128
Increased
924
Reduced
722
Closed
117
Calls
$599M
Puts
$214M
Net Calls
+$385M
Net Calls Change
+$168M
Name Holding Trade Value Shares
Change
Shares
Change %
APW
1226
Austin Private Wealth
Texas
$573K +$35.4K +385 +7%
HWA
1227
Heritage Wealth Advisors
Virginia
$572K +$11.5K +125 +2%
BFA
1228
Bill Few Associates
Pennsylvania
$572K -$8.91K -97 -2%
NPFS
1229
Novak & Powell Financial Services
Florida
$572K +$2.48K +27 +0.4%
PA
1230
PFW Advisors
Georgia
$569K +$7.9K +86 +1%
AWA
1231
Aaron Wealth Advisors
Illinois
$569K -$10.8K -118 -2%
SL
1232
Summitry LLC
California
$566K +$1.29K +14 +0.2%
FPL
1233
Fortress Private Ledger
North Carolina
$565K +$32.6K +355 +6%
CBB
1234
Citizens Business Bank
California
$564K -$14.2K -155 -2%
UCMOK
1235
United Capital Management of KS
Kansas
$563K +$12.3K +134 +2%
NP
1236
Nilsine Partners
Colorado
$560K -$16.3K -178 -3%
LC
1237
LCNB Corp
Ohio
$560K -$18.4K -200 -3%
FFM
1238
Forum Financial Management
Illinois
$559K +$90.9K +990 +19%
WF
1239
Welch & Forbes
Massachusetts
$557K -$26.4K -287 -5%
RIP
1240
Reliant Investment Partners
North Carolina
$555K +$92 +1 +0%
CWMA
1241
Capstone Wealth Management (Alabama)
Alabama
$555K +$367 +4 +0.1%
CWM
1242
Cranbrook Wealth Management
Michigan
$554K
TFA
1243
Trinity Financial Advisors
Ohio
$554K +$1.56K +17 +0.3%
PP
1244
PDS Planning
Ohio
$554K +$230K +2,504 +71%
EGWAG
1245
Elwood & Goetz Wealth Advisory Group
Georgia
$554K
IP
1246
Integras Partners
Georgia
$553K
DA
1247
Drake & Associates
Wisconsin
$552K +$73.2K +797 +15%
PWM
1248
Partners Wealth Management
California
$552K
OIC
1249
Orion Investment Company
Missouri
$552K
BTD
1250
BankPlus Trust Department
Mississippi
$552K