SO icon

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
AA
1426
Auxano Advisors
Washington
$441K
SPWG
1427
Syntegra Private Wealth Group
Missouri
$441K
TSS
1428
Thomas Story & Son
Indiana
$441K
VCM
1429
Violich Capital Management
California
$439K
AGWCA
1430
Annis Gardner Whiting Capital Advisors
Florida
$438K
SIA
1431
Soltis Investment Advisors
Utah
$438K
RCA
1432
Resonant Capital Advisors
Wisconsin
$437K
RWP
1433
RWA Wealth Partners
Massachusetts
$437K
KA
1434
Klingman & Associates
New York
$435K
PCH
1435
PGIM Custom Harvest
New Jersey
$435K
MCWS
1436
McKinley Carter Wealth Services
West Virginia
$433K
FCM
1437
Firestone Capital Management
Florida
$433K
FFM
1438
Forum Financial Management
Illinois
$432K
HFAS
1439
Hummer Financial Advisory Services
Illinois
$431K
LWL
1440
Leo Wealth LLC
Texas
$430K
PMFA
1441
Plante Moran Financial Advisors
Michigan
$430K
JLBC
1442
J.L. Bainbridge & Co
Florida
$429K
TC
1443
Truvestments Capital
Florida
$429K
LT
1444
Legacy Trust
Michigan
$428K
SFG
1445
SNS Financial Group
Minnesota
$425K
OWM
1446
Orca Wealth Management
Florida
$425K
FA
1447
Fortis Advisors
Pennsylvania
$424K
OHWA
1448
Oak Hill Wealth Advisors
Virginia
$424K
IHL
1449
Investment House LLC
California
$423K
HWMO
1450
Heritage Wealth Management (Ohio)
Ohio
$422K