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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
PFM
1826
Patton Fund Management
Texas
$224K
LOIP
1827
Live Oak Investment Partners
Texas
$222K
CFC
1828
Client First Capital
California
$222K
MA
1829
MCF Advisors
Kentucky
$222K
TIM
1830
Tevis Investment Management
Texas
$222K
PIWA
1831
Prevail Innovative Wealth Advisors
Kansas
$221K
FFP
1832
Forbes Financial Planning
Rhode Island
$221K
HCM
1833
Hilton Capital Management
New York
$220K
VFIC
1834
Valley Forge Investment Consultants
Pennsylvania
$220K
EIM
1835
Essex Investment Management
Massachusetts
$220K
WI
1836
WrapManager Inc
California
$219K
OFA
1837
Oak Family Advisors
Illinois
$219K
PIFP
1838
Partners in Financial Planning
Virginia
$219K
GSB
1839
Greenfield Savings Bank
Massachusetts
$219K
ACGA
1840
Atlanta Consulting Group Advisors
Georgia
$218K
APG
1841
Abacus Planning Group
South Carolina
$218K
MLFP
1842
MPS Loria Financial Planners
Illinois
$218K
BOS
1843
Bank of Stockton
California
$218K
AI
1844
Axecap Investments
Ohio
$217K
WBWA
1845
William B. Walkup & Associates
South Carolina
$217K
FFBTD
1846
First Financial Bank - Trust Division
Ohio
$216K
WA
1847
Wealth Architects
California
$216K
AWM
1848
Accel Wealth Management
Iowa
$216K
AWA
1849
AGH Wealth Advisors
Kansas
$215K
HBT
1850
Heartland Bank & Trust
Illinois
$215K