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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
PPWP
1501
Premier Path Wealth Partners
New Jersey
$393K
SBF
1502
Sara-Bay Financial
Florida
$392K
BOSSRA
1503
B.O.S.S. Retirement Advisors
Utah
$392K
UWP
1504
Uniting Wealth Partners
Kansas
$391K
WP
1505
Wealthspan Partners
Iowa
$390K
CST
1506
Charles Schwab Trust
Nevada
$390K
MA
1507
MJP Associates
Connecticut
$389K
TVAMP
1508
Tennessee Valley Asset Management Partners
Tennessee
$388K
CW
1509
Code Waechter
Florida
$387K
BFC
1510
Bedel Financial Consulting
Indiana
$387K
WCFA
1511
Walkner Condon Financial Advisors
Wisconsin
$386K
HDIM
1512
Hanson & Doremus Investment Management
Vermont
$386K
AFA
1513
American Financial Advisors
Georgia
$385K
OIS
1514
OneAscent Investment Solutions
Alabama
$384K
UCB
1515
United Community Bank
South Carolina
$383K
NHT
1516
New Hampshire Trust
New Hampshire
$381K
MCM
1517
Monument Capital Management
Virginia
$381K
FA
1518
Fagan Associates
New York
$380K
CWM
1519
Cabot Wealth Management
Massachusetts
$380K
PWM
1520
Palumbo Wealth Management
New York
$379K
HA
1521
HC Advisors
Georgia
$378K
BWM
1522
Baron Wealth Management
Michigan
$377K
HA
1523
Huntleigh Advisors
Missouri
$377K
FA
1524
Financial Advisors
Massachusetts
$377K
TC
1525
Trilogy Capital
California
$375K