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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 %
RPA
1951
Redwood Park Advisors
California
$94.4K +$735 +8 +0.8%
DI
1952
DAGCO Inc
Ohio
$91.8K
ACA
1953
American Capital Advisory
Idaho
$89.4K +$1.38K +15 +2%
GKIM
1954
GW&K Investment Management
Massachusetts
$89K +$11.4K +124 +15%
HFS
1955
Hopwood Financial Services
Virginia
$87.2K
HWM
1956
Hemington Wealth Management
Virginia
$86K +$817 +9 +1%
LI
1957
LRI Investments
Florida
$85.9K -$6.34K -69 -7%
KSB
1958
Kennebec Savings Bank
Maine
$85.4K +$34.3K +373 +67%
OW
1959
Olistico Wealth
Oklahoma
$84.7K +$18.4K +200 +28%
RF
1960
Rossby Financial
Florida
$83.9K +$44K +479 +110%
RF
1961
Roxbury Financial
New Jersey
$80.3K +$1.47K +16 +2%
PIM
1962
Plato Investment Management
Australia
$80.1K
KA
1963
Kozak & Associates
Colorado
$77K +$643 +7 +0.8%
AA
1964
Addison Advisors
Vermont
$75.3K +$4.78K +52 +7%
FWA
1965
Flagship Wealth Advisors
Massachusetts
$73.5K
WB
1966
Webster Bank
Connecticut
$71.3K
C
1967
Covestor
United Kingdom
$70K +$1.65K +18 +2%
CFFP
1968
Center for Financial Planning
Michigan
$69.2K
BWAM
1969
Boyd Watterson Asset Management
Ohio
$69K -$13.5K -147 -16%
AWM
1970
Atticus Wealth Management
Florida
$68.9K
SSG
1971
Summit Securities Group
New York
$68K +$68K +740 New
CM
1972
Capula Management
Cayman Islands
$67K -$46.9K -511 -41%
CH
1973
Canton Hathaway
Rhode Island
$65K
NC
1974
North Capital
Utah
$63.4K
HBW
1975
Hazlett, Burt & Watson
West Virginia
$63K -$15.6K -172 -20%