SO icon

Southern Company

2,322 hedge funds and large institutions have $76B invested in Southern Company in 2026 Q1 according to their latest regulatory filings, with 224 funds opening new positions, 969 increasing their positions, 768 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,322
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
$490M
Puts
$360M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1626
Cabot Wealth Management
Massachusetts
$338K
SLT
1627
St Louis Trust
Missouri
$338K
IA
1628
IFC Advisors
California
$338K
Kovitz Investment Group Partners
1629
Kovitz Investment Group Partners
Illinois
$337K
SWP
1630
Summit Wealth Partners
Florida
$337K
IWM
1631
Integris Wealth Management
California
$337K
CH
1632
Cromwell Holdings
Wyoming
$334K
SAW
1633
Signal Advisors Wealth
Michigan
$334K
BAM
1634
Belleair Asset Management
Florida
$333K
CWMS
1635
Cannon Wealth Management Services
North Carolina
$333K
HWA
1636
Heritage Wealth Advisors
Virginia
$331K
WIM
1637
Warwick Investment Management
Texas
$330K
LGW
1638
Leslie Global Wealth
Illinois
$329K
FAG
1639
Fortitude Advisory Group
Washington
$329K
MJRIC
1640
Mogy Joel R Investment Counsel
California
$328K
BMO
1641
Beck Mack & Oliver
New York
$328K
TCM
1642
Tuttle Capital Management
Connecticut
$327K
SL
1643
Salomon & Ludwin
Virginia
$327K
AP
1644
Appleton Partners
Massachusetts
$326K
JIC
1645
Joel Isaacson & Co
New York
$326K
DIM
1646
DLK Investment Management
California
$326K
FWM
1647
Finer Wealth Management
Massachusetts
$325K
NAMNJ
1648
NorthStar Asset Management (New Jersey)
New Jersey
$324K
MFS
1649
Madrona Financial Services
Washington
$324K
SEIA
1650
Signature Estate & Investment Advisors
California
$323K