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Southern Company

2,183 hedge funds and large institutions have $74.4B invested in Southern Company in 2025 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 918 increasing their positions, 722 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,183
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
KA
1426
Klingman & Associates
New York
$435K
PCH
1427
PGIM Custom Harvest
New Jersey
$435K
MCWS
1428
McKinley Carter Wealth Services
West Virginia
$433K
FCM
1429
Firestone Capital Management
Florida
$433K
FFM
1430
Forum Financial Management
Illinois
$432K
HFAS
1431
Hummer Financial Advisory Services
Illinois
$431K
LWL
1432
Leo Wealth LLC
Texas
$430K
PMFA
1433
Plante Moran Financial Advisors
Michigan
$430K
JLBC
1434
J.L. Bainbridge & Co
Florida
$429K
TC
1435
Truvestments Capital
Florida
$429K
LT
1436
Legacy Trust
Michigan
$428K
SFG
1437
SNS Financial Group
Minnesota
$425K
OWM
1438
Orca Wealth Management
Florida
$425K
FA
1439
Fortis Advisors
Pennsylvania
$424K
OHWA
1440
Oak Hill Wealth Advisors
Virginia
$424K
IHL
1441
Investment House LLC
California
$423K
HWMO
1442
Heritage Wealth Management (Ohio)
Ohio
$422K
FWM
1443
Fonville Wealth Management
Virginia
$422K
SC
1444
Scotia Capital
Ontario, Canada
$422K
WIC
1445
Willis Investment Counsel
Georgia
$421K
BWM
1446
BCS Wealth Management
Tennessee
$420K
KFP
1447
KMG Fiduciary Partners
Ohio
$420K
MW
1448
Members Wealth
Pennsylvania
$420K
CBT
1449
Crews Bank & Trust
Florida
$419K
TWA
1450
TCI Wealth Advisors
Arizona
$419K