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Southern Company

2,183 hedge funds and large institutions have $74.4B invested in Southern Company in 2025 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 918 increasing their positions, 722 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,183
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$507M
Puts
$235M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFS
2001
Richardson Financial Services
Massachusetts
$85.8K
JWA
2002
JFS Wealth Advisors
Pennsylvania
$84.1K
RF
2003
Roxbury Financial
New Jersey
$83.5K
PIM
2004
Plato Investment Management
Australia
$82.4K
CFG
2005
Chapman Financial Group
Hawaii
$79.6K
GWSA
2006
Global Wealth Strategies & Associates
Colorado
$77.8K
GA
2007
Guerra Advisors
Florida
$77.7K
KA
2008
Kozak & Associates
Colorado
$76.5K
FWA
2009
Flagship Wealth Advisors
Massachusetts
$75.8K
WB
2010
Webster Bank
Connecticut
$73.5K
HBW
2011
Hazlett, Burt & Watson
West Virginia
$73K
DF
2012
Dunhill Financial
United Kingdom
$71.6K
BWAM
2013
Boyd Watterson Asset Management
Ohio
$70.7K
AA
2014
Addison Advisors
Vermont
$70K
CH
2015
Canton Hathaway
Rhode Island
$67K
WWA
2016
Wealth Watch Advisors
Colorado
$66.7K
NC
2017
North Capital
Utah
$65.5K
C
2018
Covestor
United Kingdom
$63K
WPWM
2019
Western Pacific Wealth Management
Illinois
$63K
GTAM
2020
Global Trust Asset Management
Florida
$62.8K
S
2021
Sachetta
Massachusetts
$62.8K
PSB
2022
Piscataqua Savings Bank
New Hampshire
$60.7K
B
2023
Birchbrook
Maine
$59.9K
TFA
2024
Transamerica Financial Advisors
Florida
$59.8K
HWM
2025
HighMark Wealth Management
Minnesota
$58.9K