SO icon

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
RWP
1801
Revolve Wealth Partners
New Jersey
$241K
SCM
1802
Saxony Capital Management
Missouri
$240K
SQA
1803
Simon Quick Advisors
New Jersey
$240K
BPWM
1804
Badgley Phelps Wealth Managers
Washington
$240K
WTFG
1805
Wood Tarver Financial Group
Idaho
$239K
WWM
1806
Whalen Wealth Management
Nevada
$237K
KNFPWM
1807
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$237K
CRI
1808
Colonial River Investments
Virginia
$237K
BWM
1809
BankPlus Wealth Management
Mississippi
$237K
Fayez Sarofim & Co
1810
Fayez Sarofim & Co
Texas
$237K
GWCM
1811
Godshalk Welsh Capital Management
Pennsylvania
$237K
EC
1812
Enhancing Capital
Pennsylvania
$237K
AWM
1813
Avior Wealth Management
Nebraska
$236K
FFG
1814
Floyd Financial Group
Missouri
$236K
VWA
1815
VSM Wealth Advisory
Maryland
$236K
SPI
1816
Santori & Peters Inc
Pennsylvania
$236K
FFS
1817
Founders Financial Securities
Maryland
$236K
JMFC
1818
J.M. Forbes & Co
Massachusetts
$236K
ITIM
1819
Indiana Trust & Investment Management
Indiana
$235K
BBA
1820
Braun-Bostich & Associates
Pennsylvania
$234K
Walleye Capital
1821
Walleye Capital
New York
$234K
ABWM
1822
Alpine Bank Wealth Management
Colorado
$233K
AIM
1823
Athena Investment Management
California
$233K
MA
1824
MCF Advisors
Kentucky
$233K
FP
1825
Fiduciary Planning
Florida
$232K