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Southern Company

2,173 hedge funds and large institutions have $68B invested in Southern Company in 2025 Q1 according to their latest regulatory filings, with 224 funds opening new positions, 896 increasing their positions, 727 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,173
Holders Change
+75
Holders Change %
+3.57%
% of All Funds
29.52%
Holding in Top 10
25
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+127.27%
% of All Funds
0.34%
New
224
Increased
896
Reduced
727
Closed
105
Calls
$502M
Puts
$284M
Net Calls
+$217M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
1301
Cohen Investment Advisors
New Hampshire
$500K -$4.41K -48 -0.9%
MIM
1302
Moseley Investment Management
Florida
$500K -$78.9K -858 -14%
CCA
1303
Childress Capital Advisors
Texas
$499K +$23K +250 +5%
LFA
1304
Legacy Financial Advisors
Kentucky
$499K +$36.2K +394 +8%
PWMG
1305
Pinnacle Wealth Management Group
Michigan
$499K
TCM
1306
Tributary Capital Management
Nebraska
$498K -$17K -185 -3%
PWAM
1307
Pinnacle West Asset Management
Wyoming
$497K
BAM
1308
BOS Asset Management
Illinois
$497K
WIC
1309
Wilkins Investment Counsel
Massachusetts
$497K
BCM
1310
Bienville Capital Management
New York
$497K
PA
1311
PSI Advisors
Florida
$496K -$57.2K -622 -10%
CWD
1312
Clarity Wealth Development
Oregon
$496K
KWM
1313
Keebeck Wealth Management
Illinois
$496K +$27.8K +302 +6%
CWM
1314
Cornerstone Wealth Management
Missouri
$494K +$53.1K +578 +12%
TA
1315
TruWealth Advisors
Louisiana
$494K -$6.16K -67 -1%
WIC
1316
Willis Investment Counsel
Georgia
$493K +$166K +1,800 +50%
MWM
1317
Mindset Wealth Management
Indiana
$493K +$95.9K +1,043 +24%
SFWA
1318
Summit Financial Wealth Advisors
Louisiana
$492K -$13.8K -150 -3%
MAWA
1319
Moss Adams Wealth Advisors
Washington
$490K +$103K +1,115 +26%
JAA
1320
Joel Adams & Associates
North Carolina
$489K +$18.4K +200 +4%
CCG
1321
Cypress Capital Group
Florida
$487K -$46.7K -508 -9%
CPWA
1322
Cerro Pacific Wealth Advisors
California
$487K +$67.7K +822 +16%
CTA
1323
Colonial Trust Advisors
South Carolina
$486K +$40.8K +444 +9%
HIC
1324
Hartline Investment Corp
Illinois
$484K
CCWM
1325
Correct Capital Wealth Management
Missouri
$483K