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Southern Company

2,322 hedge funds and large institutions have $76B invested in Southern Company in 2026 Q1 according to their latest regulatory filings, with 224 funds opening new positions, 969 increasing their positions, 768 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,322
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$490M
Puts
$360M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1351
Stratos Wealth Advisors
Ohio
$531K
HHCP
1352
Hilton Head Capital Partners
South Carolina
$531K
ACM
1353
Alessandra Capital Management
California
$529K
IF
1354
Intrua Financial
Texas
$529K
SWM
1355
SHP Wealth Management
Massachusetts
$529K
CC
1356
Clearwave Capital
California
$527K
MWC
1357
MBM Wealth Consultants
Missouri
$526K
MC
1358
Mathes Company
New York
$526K
BAM
1359
BOS Asset Management
Illinois
$526K
PPWP
1360
Premier Path Wealth Partners
New Jersey
$526K
CAM
1361
Congress Asset Management
Massachusetts
$525K
VR
1362
Valued Retirements
Texas
$524K
CWD
1363
Clarity Wealth Development
Oregon
$524K
AB
1364
Atlas Brown
Kentucky
$524K
QI
1365
Qtron Investments
Massachusetts
$524K
WMA
1366
Wealth Management Associates
New Jersey
$523K
HW
1367
HORAN Wealth
Ohio
$523K
SC
1368
Sapient Capital
Indiana
$521K
FC
1369
Fjell Capital
North Dakota
$518K
FAM
1370
Formidable Asset Management
Ohio
$517K
AAG
1371
Armstrong Advisory Group
Massachusetts
$516K
WCM
1372
Wealthcare Capital Management
Virginia
$515K
LC
1373
LCNB Corp
Ohio
$515K
NRC
1374
New Republic Capital
North Carolina
$514K
CIA
1375
Cohen Investment Advisors
New Hampshire
$514K