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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 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
-27
Holders Change %
-1.24%
% of All Funds
28.8%
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
118
Calls
$599M
Puts
$214M
Net Calls
+$385M
Net Calls Change
+$168M
Name Holding Trade Value Shares
Change
Shares
Change %
DIP
1876
DT Investment Partners
Pennsylvania
$202K
IWM
1877
Iams Wealth Management
Nebraska
$202K +$202K +2,201 New
MCM
1878
Manchester Capital Management
Vermont
$202K
SMH
1879
Sanders Morris Harris
Texas
$202K -$3.67K -40 -2%
CP
1880
Camelot Portfolios
Ohio
$202K
SFS
1881
Summit Financial Strategies
Ohio
$202K
CAM
1882
Covenant Asset Management
New Jersey
$202K
ACM
1883
Advent Capital Management
New York
$202K +$202K +2,200 New
CWM
1884
Copia Wealth Management
Oregon
$202K +$1.29K +14 +0.6%
CFS
1885
Commonwealth Financial Services
West Virginia
$200K
SFWC
1886
Strategic Family Wealth Counselors
New Jersey
$200K +$200K +2,179 New
PFA
1887
Presper Financial Architects
Ohio
$200K +$200K +2,177 New
CPG
1888
Cornerstone Planning Group
New Jersey
$199K -$36.9K -391 -16%
FDCP
1889
Foster Dykema Cabot & Partners
Massachusetts
$198K
NFSG
1890
Newbridge Financial Services Group
Florida
$196K -$92 -1 -0%
LB
1891
Legacy Bridge
Iowa
$192K
HIMS
1892
Hager Investment Management Services
New Hampshire
$192K
OSNBOA
1893
Old Second National Bank of Aurora
Illinois
$189K +$2.3K +25 +1%
SL
1894
Salomon & Ludwin
Virginia
$189K
JGIA
1895
Jackson Grant Investment Advisers
Connecticut
$188K +$1.47K +16 +0.8%
TSMHT
1896
Thurston Springer Miller Herd & Titak
Indiana
$186K +$50.2K +547 +37%
TTIC
1897
Tower Trust & Investment Company
Iowa
$184K
OCM
1898
Osterweis Capital Management
California
$182K +$181K +1,966 +13,107%
CIR
1899
Clear Investment Research
Georgia
$176K
BWL
1900
Bogart Wealth LLC
Virginia
$176K +$23.9K +260 +16%