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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
ACI
1226
Alpha Cubed Investments
California
$629K
CAM
1227
Cidel Asset Management
Ontario, Canada
$629K
LFM
1228
LGT Fund Management
Liechtenstein
$628K
CGPCS
1229
Capital Group Private Client Services
California
$627K
BFW
1230
Brady Family Wealth
Missouri
$624K
BTD
1231
BankPlus Trust Department
Mississippi
$624K
CL
1232
CVFG LLC
Indiana
$621K
WF
1233
Welch & Forbes
Massachusetts
$620K
RGF
1234
Retirement Guys Formula
Ohio
$620K
BWG
1235
Beta Wealth Group
California
$618K
CWM
1236
Cranbrook Wealth Management
Michigan
$617K
CTA
1237
Colonial Trust Advisors
South Carolina
$614K
CAM
1238
Congress Asset Management
Massachusetts
$614K
TWM
1239
Thrive Wealth Management
Pennsylvania
$614K
TTWM
1240
TCV Trust & Wealth Management
Virginia
$613K
FCAS
1241
First Command Advisory Services
Texas
$613K
RWA
1242
River Wealth Advisors
Pennsylvania
$612K
MHIC
1243
Marble Harbor Investment Counsel
Massachusetts
$606K
FNBT
1244
FineMark National Bank & Trust
Florida
$605K
CWM
1245
Cordatus Wealth Management
Pennsylvania
$605K
JTWM
1246
Jackson Thornton Wealth Management
Alabama
$604K
PFA
1247
Pure Financial Advisors
California
$602K
TFS
1248
Thoroughbred Financial Services
Tennessee
$602K
SWA
1249
Strategies Wealth Advisors
Michigan
$601K
MWM
1250
Mindset Wealth Management
Indiana
$600K