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Southern Company

2,199 hedge funds and large institutions have $74.6B invested in Southern Company in 2025 Q3 according to their latest regulatory filings, with 164 funds opening new positions, 923 increasing their positions, 732 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,199
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
VFM
2001
Vision Financial Markets
Connecticut
$101K
BAM
2002
Bellevue Asset Management
Washington
$101K
RPA
2003
Redwood Park Advisors
California
$98.2K
STB
2004
S&T Bank
Pennsylvania
$96K
GKIM
2005
GW&K Investment Management
Massachusetts
$96K
HWM
2006
Hemington Wealth Management
Virginia
$95K
DI
2007
DAGCO Inc
Ohio
$94.8K
RFP
2008
Root Financial Partners
California
$92.9K
ACA
2009
American Capital Advisory
Idaho
$92.7K
IWP
2010
IAG Wealth Partners
Wisconsin
$92.3K
CSC
2011
Caldwell Sutter Capital
California
$91.8K
KSB
2012
Kennebec Savings Bank
Maine
$90.8K
HFS
2013
Hopwood Financial Services
Virginia
$90K
LI
2014
LRI Investments
Florida
$88.6K
RFS
2015
Richardson Financial Services
Massachusetts
$85.8K
JWA
2016
JFS Wealth Advisors
Pennsylvania
$84.1K
RF
2017
Roxbury Financial
New Jersey
$83.5K
PIM
2018
Plato Investment Management
Australia
$82.4K
CFG
2019
Chapman Financial Group
Hawaii
$79.6K
GWSA
2020
Global Wealth Strategies & Associates
Colorado
$77.8K
GA
2021
Guerra Advisors
Florida
$77.7K
KA
2022
Kozak & Associates
Colorado
$76.5K
FWA
2023
Flagship Wealth Advisors
Massachusetts
$75.8K
WB
2024
Webster Bank
Connecticut
$73.5K
HBW
2025
Hazlett, Burt & Watson
West Virginia
$73K