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Southern Company

2,168 hedge funds and large institutions have $70.8B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 931 increasing their positions, 730 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,168
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
$599M
Puts
$214M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
1601
Alpha Omega Wealth Management
Virginia
$304K
ZIG
1602
Zullo Investment Group
Pennsylvania
$304K
LAS
1603
Lloyd Advisory Services
Georgia
$303K
MCFP
1604
Mallini Complete Financial Planning
Florida
$303K
WIM
1605
Warwick Investment Management
Texas
$302K
FIC
1606
FCG Investment Company
Tennessee
$302K
SWP
1607
Summit Wealth Partners
Florida
$302K
PWM
1608
PBMares Wealth Management
Virginia
$301K
CRC
1609
Curi RMB Capital
Illinois
$301K
MAFA
1610
MJT & Associates Financial Advisory
Minnesota
$301K
PPH
1611
Pure Portfolios Holdings
Oregon
$301K
LAM
1612
LOM Asset Management
$300K
SW
1613
SkyOak Wealth
Michigan
$300K
SN
1614
Sittner & Nelson
Oregon
$299K
SCA
1615
Strathmore Capital Advisors
North Carolina
$299K
MHC
1616
May Hill Capital
Massachusetts
$299K
PFW
1617
Petros Family Wealth
Minnesota
$299K
MSE
1618
MUFG Securities EMEA
United Kingdom
$298K
IA
1619
Insight Advisors
Pennsylvania
$298K
BFG
1620
Birch Financial Group
New Hampshire
$298K
NRS
1621
Neville Rodie & Shaw
New York
$298K
QPWM
1622
Quadrant Private Wealth Management
Pennsylvania
$297K
WAM
1623
Worth Asset Management
Texas
$296K
IA
1624
Intellus Advisors
Florida
$296K
PCA
1625
Private Capital Advisors
Connecticut
$294K