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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
LBC
1251
Lowe Brockenbrough & Co
Virginia
$599K
BAM
1252
Broyhill Asset Management
North Carolina
$599K
PAM
1253
Panagora Asset Management
Massachusetts
$596K
LFS
1254
Legacy Financial Strategies
Kansas
$594K
3IP
1255
3Chopt Investment Partners
Virginia
$593K
SC
1256
Searle & Co
Connecticut
$593K
MCP
1257
Mirador Capital Partners
California
$591K
HWA
1258
Heritage Wealth Advisors
Virginia
$590K
PA
1259
PFW Advisors
Georgia
$588K
UCMOK
1260
United Capital Management of KS
Kansas
$587K
BWS
1261
BCR Wealth Strategies
Alabama
$586K
CCS
1262
Concentric Capital Strategies
Connecticut
$586K
SWA
1263
SFMG Wealth Advisors
Texas
$585K
CT
1264
Chicago Trust
Illinois
$584K
WFAG
1265
Worth Financial Advisory Group
North Carolina
$583K
FPL
1266
Fortress Private Ledger
North Carolina
$583K
PP
1267
PDS Planning
Ohio
$582K
HP
1268
Holistic Planning
Texas
$581K
NPFS
1269
Novak & Powell Financial Services
Florida
$580K
IPA
1270
Investment Planning Advisors
Georgia
$580K
SSC
1271
Syverson Strege & Co
Iowa
$576K
C
1272
Certuity
Florida
$576K
MWA
1273
Midland Wealth Advisors
Illinois
$576K
FBT
1274
First Bankers Trust
Kentucky
$575K
PPWM
1275
Paragon Private Wealth Management
Kentucky
$575K