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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 %
STB
1976
S&T Bank
Pennsylvania
$62.9K +$3.4K +37 +6%
OWA
1977
Opal Wealth Advisors
New York
$62K +$12.2K +133 +25%
WPWM
1978
Western Pacific Wealth Management
Illinois
$61K -$20.5K -223 -25%
GTAM
1979
Global Trust Asset Management
Florida
$60.9K
WAS
1980
Winch Advisory Services
Wisconsin
$60.4K +$459 +5 +0.8%
S
1981
Sachetta
Massachusetts
$58.8K +$1.75K +19 +3%
PSB
1982
Piscataqua Savings Bank
New Hampshire
$58.8K
B
1983
Birchbrook
Maine
$58K
JWA
1984
JFS Wealth Advisors
Pennsylvania
$57.7K +$8.63K +94 +18%
HWM
1985
HighMark Wealth Management
Minnesota
$57.1K
MFT
1986
Moisand Fitzgerald Tamayo
Florida
$56.7K
MYIA
1987
Mount Yale Investment Advisors
Colorado
$56.1K +$56.1K +611 New
CWIG
1988
Chung Wu Investment Group
Texas
$55.1K +$55.1K +600 New
RFS
1989
Richardson Financial Services
Massachusetts
$54.6K -$13.6K -147 -20%
SWA
1990
SOA Wealth Advisors
New York
$53.7K +$275 +3 +0.5%
CG
1991
Curat Global
New Hampshire
$53.1K +$3.7K +40 +7%
MWA
1992
Moser Wealth Advisors
Washington
$52.6K +$3.31K +36 +7%
DWM
1993
Darwin Wealth Management
Florida
$52.3K
GWS
1994
Greykasell Wealth Strategies
California
$52K
CAL
1995
Capital Analysts LLC
Pennsylvania
$51K
TF
1996
Tompkins Financial
New York
$51K -$174K -1,900 -77%
TCM
1997
TruNorth Capital Management
Michigan
$50K -$35.7K -389 -42%
MTIC
1998
Missouri Trust & Investment Company
Missouri
$50K -$3.67K -40 -7%
FDW
1999
Fourth Dimension Wealth
Ohio
$49.9K
RFA
2000
Reyes Financial Architecture
California
$49K +$46.6K +508 +1,954%