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Southern Company

2,147 hedge funds and large institutions have $70.8B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 924 increasing their positions, 722 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
-26
Holders Change %
-1.2%
% of All Funds
28.78%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.32%
New
128
Increased
924
Reduced
722
Closed
117
Calls
$599M
Puts
$214M
Net Calls
+$385M
Net Calls Change
+$168M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
1576
Power Wealth Management
Georgia
$316K +$21.9K +238 +7%
AP
1577
Appleton Partners
Massachusetts
$314K -$70.9K -773 -18%
PIMG
1578
Patriot Investment Management Group
Tennessee
$313K +$19.3K +210 +7%
PF
1579
Phoenix Financial
Israel
$312K -$108K -1,174 -26%
LGW
1580
Leslie Global Wealth
Illinois
$311K +$643 +7 +0.2%
FAG
1581
Fortitude Advisory Group
Washington
$311K -$10.1K -110 -3%
FH
1582
Financial Harvest
Florida
$309K +$309K +3,363 New
MFS
1583
Madrona Financial Services
Washington
$308K +$75.7K +824 +33%
CMA
1584
Cedar Mountain Advisors
Oregon
$307K +$2.48K +27 +0.8%
DDC
1585
DF Dent & Co
Maryland
$307K
WJA
1586
Willis Johnson & Associates
Texas
$306K -$275 -3 -0.1%
FFA
1587
First Foundation Advisors
California
$304K +$304K +3,314 New
AOWM
1588
Alpha Omega Wealth Management
Virginia
$304K
ZIG
1589
Zullo Investment Group
Pennsylvania
$304K -$2.02K -22 -0.7%
LAS
1590
Lloyd Advisory Services
Georgia
$303K -$38.8K -422 -11%
MCFP
1591
Mallini Complete Financial Planning
Florida
$303K -$303K
WIM
1592
Warwick Investment Management
Texas
$302K +$20.3K +221 +7%
FIC
1593
FCG Investment Company
Tennessee
$302K -$451K -4,914 -60%
SWP
1594
Summit Wealth Partners
Florida
$302K
PWM
1595
PBMares Wealth Management
Virginia
$301K +$92 +1 +0%
CRC
1596
Curi RMB Capital
Illinois
$301K +$83.7K +911 +39%
MAFA
1597
MJT & Associates Financial Advisory
Minnesota
$301K
PPH
1598
Pure Portfolios Holdings
Oregon
$301K +$14.7K +160 +5%
LAM
1599
LOM Asset Management
$300K +$300K +3,265 New
SW
1600
SkyOak Wealth
Michigan
$300K