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Southern Company

2,098 hedge funds and large institutions have $62.9B invested in Southern Company in 2024 Q4 according to their latest regulatory filings, with 262 funds opening new positions, 869 increasing their positions, 669 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,098
Holders Change
+108
Holders Change %
+5.43%
% of All Funds
27.93%
Holding in Top 10
11
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-50%
% of All Funds
0.15%
New
262
Increased
869
Reduced
669
Closed
125
Calls
$385M
Puts
$291M
Net Calls
+$93.5M
Net Calls Change
-$146M
Name Holding Trade Value Shares
Change
Shares
Change %
RWS
2001
Retirement Wealth Solutions
Wisconsin
$25.2K +$25.2K +310 New
GFPC
2002
Global Financial Private Client
Florida
$24.8K +$576 +7 +2%
ATC
2003
Advantage Trust Company
Kansas
$24.7K
TCPG
2004
Trivant Custom Portfolio Group
California
$24.7K
TCG
2005
Transcendent Capital Group
Oklahoma
$24.3K
CFS
2006
CGC Financial Services
Oregon
$24.1K
CIAS
2007
CBIZ Investment Advisory Services
Ohio
$23.6K +$164 +2 +0.7%
FFA
2008
Fairfield Financial Advisors
Massachusetts
$23.4K +$165 +2 +0.7%
T
2009
Tidemark
California
$22.4K +$3.87K +47 +21%
CJ
2010
Caitlin John
Michigan
$22.3K -$11K -134 -33%
KFI
2011
Key Financial Inc
Pennsylvania
$22.1K
BIA
2012
Bell Investment Advisors
California
$21.2K -$17K -206 -44%
MWA
2013
Miller Wealth Advisors
Colorado
$20.6K
WWM
2014
Wolff Wiese Magana
California
$20.1K
SAS
2015
Spurstone Advisory Services
Connecticut
$20.1K +$20.1K +244 New
1L
2016
10Elms LLP
Oklahoma
$19.9K +$19.9K +242 New
PWMG
2017
Prestige Wealth Management Group
New Jersey
$19.6K
NECFA
2018
New England Capital Financial Advisors
Connecticut
$18.7K +$165 +2 +0.9%
LCM
2019
Logan Capital Management
Pennsylvania
$18.2K +$906 +11 +5%
AWM
2020
Activest Wealth Management
Florida
$18K -$31.4K -381 -64%
SIM
2021
Studio Investment Management
Illinois
$17.4K +$17.4K +211 New
CBT
2022
CoreFirst Bank & Trust
Kansas
$16.5K
HC
2023
Hoese & Co
Minnesota
$16.5K
WTA
2024
Washington Trust Advisors
Massachusetts
$16.4K -$37.7K -459 -70%
CJL
2025
Cyrus J. Lawrence
New York
$16K