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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
BMWM
1226
Brown Miller Wealth Management
Virginia
$631K
SFG
1227
SevenBridge Financial Group
Pennsylvania
$630K
ACI
1228
Alpha Cubed Investments
California
$629K
CAM
1229
Cidel Asset Management
Ontario, Canada
$629K
LFM
1230
LGT Fund Management
Liechtenstein
$628K
CGPCS
1231
Capital Group Private Client Services
California
$627K
BFW
1232
Brady Family Wealth
Missouri
$624K
BTD
1233
BankPlus Trust Department
Mississippi
$624K
CL
1234
CVFG LLC
Indiana
$621K
WF
1235
Welch & Forbes
Massachusetts
$620K
RGF
1236
Retirement Guys Formula
Ohio
$620K
BWG
1237
Beta Wealth Group
California
$618K
CWM
1238
Cranbrook Wealth Management
Michigan
$617K
CTA
1239
Colonial Trust Advisors
South Carolina
$614K
CAM
1240
Congress Asset Management
Massachusetts
$614K
TWM
1241
Thrive Wealth Management
Pennsylvania
$614K
TTWM
1242
TCV Trust & Wealth Management
Virginia
$613K
FCAS
1243
First Command Advisory Services
Texas
$613K
RWA
1244
River Wealth Advisors
Pennsylvania
$612K
MHIC
1245
Marble Harbor Investment Counsel
Massachusetts
$606K
FNBT
1246
FineMark National Bank & Trust
Florida
$605K
CWM
1247
Cordatus Wealth Management
Pennsylvania
$605K
JTWM
1248
Jackson Thornton Wealth Management
Alabama
$604K
PFA
1249
Pure Financial Advisors
California
$602K
TFS
1250
Thoroughbred Financial Services
Tennessee
$602K