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Southern Company

2,173 hedge funds and large institutions have $68B invested in Southern Company in 2025 Q1 according to their latest regulatory filings, with 224 funds opening new positions, 896 increasing their positions, 727 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,173
Holders Change
+75
Holders Change %
+3.57%
% of All Funds
29.52%
Holding in Top 10
25
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+127.27%
% of All Funds
0.34%
New
224
Increased
896
Reduced
727
Closed
105
Calls
$502M
Puts
$284M
Net Calls
+$217M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Shares
Change %
DI
1976
DAGCO Inc
Ohio
$92K +$92K +1,000 New
VWWMG
1977
Vermillion & White Wealth Management Group
Pennsylvania
$90.6K +$18K +196 +25%
RFG
1978
REAP Financial Group
Texas
$88.8K +$31.3K +340 +54%
ACA
1979
American Capital Advisory
Idaho
$88.2K +$828 +9 +0.9%
HFS
1980
Hopwood Financial Services
Virginia
$87.4K -$34.9K -380 -29%
HWM
1981
Hemington Wealth Management
Virginia
$86K +$2.29K +25 +3%
TCM
1982
TruNorth Capital Management
Michigan
$85.9K +$35.8K +389 +71%
MSWM
1983
Mowery & Schoenfeld Wealth Management
Illinois
$84K +$68.6K +746 +444%
Acadian Asset Management
1984
Acadian Asset Management
Massachusetts
$83K -$286K -3,136 -78%
BWAM
1985
Boyd Watterson Asset Management
Ohio
$82.6K -$12.7K -138 -13%
WPWM
1986
Western Pacific Wealth Management
Illinois
$81.6K
PIM
1987
Plato Investment Management
Australia
$81.4K
HBW
1988
Hazlett, Burt & Watson
West Virginia
$79K -$15.3K -168 -16%
GKIM
1989
GW&K Investment Management
Massachusetts
$78K +$32.2K +350 +70%
RF
1990
Roxbury Financial
New Jersey
$77K -$28.3K -315 -27%
KA
1991
Kozak & Associates
Colorado
$75.7K +$638 +7 +0.8%
FWA
1992
Flagship Wealth Advisors
Massachusetts
$73.6K
WB
1993
Webster Bank
Connecticut
$71.4K -$63.1K -686 -47%
AA
1994
Addison Advisors
Vermont
$70.6K -$1.2K -13 -2%
CFFP
1995
Center for Financial Planning
Michigan
$69.3K -$190K -2,064 -73%
AWM
1996
Atticus Wealth Management
Florida
$69K
C
1997
Covestor
United Kingdom
$68K +$13.5K +148 +25%
RFS
1998
Richardson Financial Services
Massachusetts
$68K -$276 -3 -0.4%
OW
1999
Olistico Wealth
Oklahoma
$66.4K -$84K -914 -56%
WA
2000
WPG Advisers
Maryland
$65.7K -$6.16K -67 -9%