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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 %
WA
2001
WPG Advisers
Maryland
$48.3K -$17.3K -188 -26%
TIM
2002
Tortoise Investment Management
New York
$47.7K +$1.56K +17 +3%
TLA
2003
Tanglewood Legacy Advisors
Texas
$46.7K
IRAG
2004
Investment Research & Advisory Group
Georgia
$46.3K +$46.3K +504 New
CLOS
2005
Compagnie Lombard Odier SCmA
Switzerland
$45.9K
AWM
2006
AllSquare Wealth Management
New York
$45.9K
HSA
2007
Hussman Strategic Advisors
Maryland
$45.9K
CIAS
2008
CBIZ Investment Advisory Services
Ohio
$45.4K +$10.2K +111 +29%
ECM
2009
Eisler Capital Management
United Kingdom
$45.3K -$161K -1,754 -78%
SCA
2010
Stuart Chaussee & Associates
California
$44.5K
SO
2011
Sierra Ocean
California
$44.1K +$918 +10 +2%
WBC
2012
West Branch Capital
Massachusetts
$43.4K -$13.1K -143 -23%
SIS
2013
Strategic Investment Solutions
Illinois
$43.2K -$276 -3 -0.6%
CB
2014
CNB Bank
Pennsylvania
$43.1K -$13.8K -150 -24%
MMCM
2015
Murphy & Mullick Capital Management
New York
$42.3K
BHWM
2016
Beaird Harris Wealth Management
Texas
$41.6K +$4.41K +48 +12%
DF
2017
Dunhill Financial
United Kingdom
$41.4K +$184 +2 +0.4%
CTC
2018
Cetera Trust Company
Minnesota
$41.3K
BI
2019
Binnacle Investments
Iowa
$40.6K +$4.32K +47 +12%
AIM
2020
Access Investment Management
Georgia
$40.5K +$40.5K +441 New
NC
2021
NewSquare Capital
Pennsylvania
$40.3K +$1.97K +94 +5%
ACM
2022
Anfield Capital Management
California
$39.5K +$29.8K +325 +310%
MLA
2023
MB, Levis & Associates
Pennsylvania
$38.8K +$92 +1 +0.2%
PCM
2024
Perritt Capital Management
Illinois
$38.4K
TFM
2025
TFC Financial Management
Massachusetts
$38.4K -$155K -1,690 -80%