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Southern Company

2,197 hedge funds and large institutions have $74.5B invested in Southern Company in 2025 Q3 according to their latest regulatory filings, with 164 funds opening new positions, 922 increasing their positions, 731 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,197
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
RPA
2001
Redwood Park Advisors
California
$98.2K
STB
2002
S&T Bank
Pennsylvania
$96K
GKIM
2003
GW&K Investment Management
Massachusetts
$96K
HWM
2004
Hemington Wealth Management
Virginia
$95K
DI
2005
DAGCO Inc
Ohio
$94.8K
RFP
2006
Root Financial Partners
California
$92.9K
ACA
2007
American Capital Advisory
Idaho
$92.7K
IWP
2008
IAG Wealth Partners
Wisconsin
$92.3K
CSC
2009
Caldwell Sutter Capital
California
$91.8K
KSB
2010
Kennebec Savings Bank
Maine
$90.8K
HFS
2011
Hopwood Financial Services
Virginia
$90K
LI
2012
LRI Investments
Florida
$88.6K
RFS
2013
Richardson Financial Services
Massachusetts
$85.8K
JWA
2014
JFS Wealth Advisors
Pennsylvania
$84.1K
RF
2015
Roxbury Financial
New Jersey
$83.5K
PIM
2016
Plato Investment Management
Australia
$82.4K
CFG
2017
Chapman Financial Group
Hawaii
$79.6K
GWSA
2018
Global Wealth Strategies & Associates
Colorado
$77.8K
GA
2019
Guerra Advisors
Florida
$77.7K
KA
2020
Kozak & Associates
Colorado
$76.5K
FWA
2021
Flagship Wealth Advisors
Massachusetts
$75.8K
WB
2022
Webster Bank
Connecticut
$73.5K
HBW
2023
Hazlett, Burt & Watson
West Virginia
$73K
DF
2024
Dunhill Financial
United Kingdom
$71.6K
BWAM
2025
Boyd Watterson Asset Management
Ohio
$70.7K