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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
SWA
1251
Strategies Wealth Advisors
Michigan
$601K
MWM
1252
Mindset Wealth Management
Indiana
$600K
LBC
1253
Lowe Brockenbrough & Co
Virginia
$599K
BAM
1254
Broyhill Asset Management
North Carolina
$599K
PAM
1255
Panagora Asset Management
Massachusetts
$596K
LFS
1256
Legacy Financial Strategies
Kansas
$594K
3IP
1257
3Chopt Investment Partners
Virginia
$593K
SC
1258
Searle & Co
Connecticut
$593K
MCP
1259
Mirador Capital Partners
California
$591K
HWA
1260
Heritage Wealth Advisors
Virginia
$590K
PA
1261
PFW Advisors
Georgia
$588K
UCMOK
1262
United Capital Management of KS
Kansas
$587K
BWS
1263
BCR Wealth Strategies
Alabama
$586K
CCS
1264
Concentric Capital Strategies
Connecticut
$586K
SWA
1265
SFMG Wealth Advisors
Texas
$585K
CT
1266
Chicago Trust
Illinois
$584K
WFAG
1267
Worth Financial Advisory Group
North Carolina
$583K
FPL
1268
Fortress Private Ledger
North Carolina
$583K
PP
1269
PDS Planning
Ohio
$582K
HP
1270
Holistic Planning
Texas
$581K
NPFS
1271
Novak & Powell Financial Services
Florida
$580K
IPA
1272
Investment Planning Advisors
Georgia
$580K
SSC
1273
Syverson Strege & Co
Iowa
$576K
C
1274
Certuity
Florida
$576K
MWA
1275
Midland Wealth Advisors
Illinois
$576K