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Southern Company

2,168 hedge funds and large institutions have $70.8B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 931 increasing their positions, 730 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,168
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$599M
Puts
$214M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
2001
Sachetta
Massachusetts
$58.8K
PSB
2002
Piscataqua Savings Bank
New Hampshire
$58.8K
B
2003
Birchbrook
Maine
$58K
JWA
2004
JFS Wealth Advisors
Pennsylvania
$57.7K
HWM
2005
HighMark Wealth Management
Minnesota
$57.1K
MFT
2006
Moisand Fitzgerald Tamayo
Florida
$56.7K
MYIA
2007
Mount Yale Investment Advisors
Colorado
$56.1K
CWIG
2008
Chung Wu Investment Group
Texas
$55.1K
RFS
2009
Richardson Financial Services
Massachusetts
$54.6K
SWA
2010
SOA Wealth Advisors
New York
$53.7K
CG
2011
Curat Global
New Hampshire
$53.1K
MWA
2012
Moser Wealth Advisors
Washington
$52.6K
DWM
2013
Darwin Wealth Management
Florida
$52.3K
GWS
2014
Greykasell Wealth Strategies
California
$52K
CAL
2015
Capital Analysts LLC
Pennsylvania
$51K
TF
2016
Tompkins Financial
New York
$51K
TCM
2017
TruNorth Capital Management
Michigan
$50K
MTIC
2018
Missouri Trust & Investment Company
Missouri
$50K
FDW
2019
Fourth Dimension Wealth
Ohio
$49.9K
RFA
2020
Reyes Financial Architecture
California
$49K
WA
2021
WPG Advisers
Maryland
$48.3K
TIM
2022
Tortoise Investment Management
New York
$47.7K
TLA
2023
Tanglewood Legacy Advisors
Texas
$46.6K
IRAG
2024
Investment Research & Advisory Group
Georgia
$46.3K
CLOS
2025
Compagnie Lombard Odier SCmA
Switzerland
$45.9K