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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 %
CCA
1926
Catalyst Capital Advisors
New York
$125K -$68.5K -746 -35%
MEG
1927
Millstone Evans Group
Colorado
$125K
TCM
1928
TD Capital Management
Tennessee
$122K +$16.6K +181 +16%
MSG
1929
Main Street Group
Virginia
$117K
TFIPS
1930
Towarzystwo Funduszy Inwestycyjnych PZU SA
$117K
JFA
1931
JNBA Financial Advisors
Minnesota
$116K +$75.8K +825 +189%
RBI
1932
Raiffeisen Bank International
Austria
$112K -$62.1K -680 -36%
TPWA
1933
Twin Peaks Wealth Advisors
California
$111K +$111K +1,186 New
KOCAA
1934
Knights of Columbus Asset Advisors
Connecticut
$110K
PP
1935
PrairieView Partners
Minnesota
$110K -$13.5K -147 -11%
HFS
1936
Hughes Financial Services
Virginia
$109K +$1.04K +11 +1%
PWM
1937
Puff Wealth Management
New Jersey
$108K -$11.2K -122 -9%
PG
1938
Proffitt & Goodson
Tennessee
$107K -$3.12K -34 -3%
RBC
1939
Roble Belko & Company
Pennsylvania
$106K
OAM
1940
Ostrum Asset Management
France
$106K -$3.12K -34 -3%
O
1941
Ossiam
France
$104K -$444K -4,836 -81%
VWWMG
1942
Vermillion & White Wealth Management Group
Pennsylvania
$104K +$13.2K +144 +15%
BGAI
1943
Bruce G. Allen Investments
Colorado
$102K -$3.31K -36 -3%
BCMLT
1944
Beacon Capital Management LLC (Tennessee)
Tennessee
$102K -$17.3K -188 -14%
SHIM
1945
Stone House Investment Management
Pennsylvania
$101K
FGC
1946
Financial Gravity Companies
Texas
$99.8K +$99.8K +1,087 New
IWP
1947
IAG Wealth Partners
Wisconsin
$98.6K
CSC
1948
Caldwell Sutter Capital
California
$98.2K
VFM
1949
Vision Financial Markets
Connecticut
$98.1K
BAM
1950
Bellevue Asset Management
Washington
$97.7K +$643 +7 +0.7%