SO icon

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 %
CH
2001
Canton Hathaway
Rhode Island
$65K
NC
2002
North Capital
Utah
$63.4K +$63.4K +690 New
GTAM
2003
Global Trust Asset Management
Florida
$61K -$9.2K -100 -13%
WAS
2004
Winch Advisory Services
Wisconsin
$60K +$551 +6 +0.9%
STB
2005
S&T Bank
Pennsylvania
$59.6K
PSB
2006
Piscataqua Savings Bank
New Hampshire
$58.8K
B
2007
Birchbrook
Maine
$58.1K -$36.8K -400 -39%
HWM
2008
HighMark Wealth Management
Minnesota
$57.2K
S
2009
Sachetta
Massachusetts
$57.1K -$368 -4 -0.6%
CB
2010
CNB Bank
Pennsylvania
$56.9K -$11.5K -125 -17%
MFT
2011
Moisand Fitzgerald Tamayo
Florida
$56.7K
WBC
2012
West Branch Capital
Massachusetts
$56.6K +$10.6K +115 +23%
MTIC
2013
Missouri Trust & Investment Company
Missouri
$53.8K -$7.91K -86 -13%
SWA
2014
SOA Wealth Advisors
New York
$53.6K +$184 +2 +0.3%
GWS
2015
Greykasell Wealth Strategies
California
$52K +$52K +566 New
KSB
2016
Kennebec Savings Bank
Maine
$51.2K
CAL
2017
Capital Analysts LLC
Pennsylvania
$51K -$40.7K -444 -44%
FDW
2018
Fourth Dimension Wealth
Ohio
$49.9K +$36.1K +393 +262%
OWA
2019
Opal Wealth Advisors
New York
$49.8K +$49.8K +542 New
MWA
2020
Moser Wealth Advisors
Washington
$49.4K
JWA
2021
JFS Wealth Advisors
Pennsylvania
$49.1K +$644 +7 +1%
CG
2022
Curat Global
New Hampshire
$49.1K +$49.1K +534 New
DWM
2023
Darwin Wealth Management
Florida
$46.8K
TLA
2024
Tanglewood Legacy Advisors
Texas
$46.7K
QL
2025
Quarry LP
New York
$46.6K -$23.4K -255 -33%