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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 %
FA
1801
FDx Advisors
Illinois
$226K -$39.5K -430 -15%
ABWM
1802
Alpine Bank Wealth Management
Colorado
$226K
FP
1803
Fiduciary Planning
Florida
$225K
NC
1804
NBW Capital
Massachusetts
$225K -$15.2K -165 -6%
AF
1805
Aldebaran Financial
$225K
GMA
1806
Glassy Mountain Advisors
Maryland
$225K -$1.38K -15 -0.6%
S
1807
Sunpointe
Missouri
$225K -$34K -370 -13%
RWP
1808
Revolve Wealth Partners
New Jersey
$224K -$10.9K -119 -5%
PFM
1809
Patton Fund Management
Texas
$224K +$224K +2,435 New
LOIP
1810
Live Oak Investment Partners
Texas
$222K
CFC
1811
Client First Capital
California
$222K +$222K +2,418 New
MA
1812
MCF Advisors
Kentucky
$222K +$51.4K +560 +30%
TIM
1813
Tevis Investment Management
Texas
$222K +$222K +2,413 New
PIWA
1814
Prevail Innovative Wealth Advisors
Kansas
$221K
FFP
1815
Forbes Financial Planning
Rhode Island
$221K
HCM
1816
Hilton Capital Management
New York
$220K
VFIC
1817
Valley Forge Investment Consultants
Pennsylvania
$220K +$220K +2,400 New
EIM
1818
Essex Investment Management
Massachusetts
$220K
WI
1819
WrapManager Inc
California
$219K -$275 -3 -0.1%
OFA
1820
Oak Family Advisors
Illinois
$219K
PIFP
1821
Partners in Financial Planning
Virginia
$219K
GSB
1822
Greenfield Savings Bank
Massachusetts
$219K -$11K -120 -5%
ACGA
1823
Atlanta Consulting Group Advisors
Georgia
$218K -$1.47K -16 -0.7%
APG
1824
Abacus Planning Group
South Carolina
$218K -$11K -120 -5%
MLFP
1825
MPS Loria Financial Planners
Illinois
$218K