SO icon

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 %
IWM
2026
IMG Wealth Management
Florida
$37.6K +$37.6K +409 New
Loomis, Sayles & Company
2027
Loomis, Sayles & Company
Massachusetts
$37.5K +$37.5K +408 New
FCT
2028
First Community Trust
Iowa
$36.7K
AWM
2029
Accredited Wealth Management
Kentucky
$35.8K
T
2030
Transce3nd
Texas
$34.1K +$2.85K +31 +9%
SHF
2031
Safe Harbor Fiduciary
Florida
$34K
FCG
2032
Financial Connections Group
California
$33K
CA
2033
Centerpoint Advisors
Massachusetts
$33K +$746 +8 +2%
FIM
2034
FWL Investment Management
Texas
$32.1K
ME
2035
McIlrath & Eck
Washington
$32.1K
BFPW
2036
BOK Financial Private Wealth
Colorado
$32.1K
HNW
2037
High Note Wealth
Minnesota
$31.5K
EWM
2038
Evermay Wealth Management
Virginia
$31.2K
NL
2039
NVWM LLC
Pennsylvania
$30K
PWA
2040
Physician Wealth Advisors
Utah
$29.9K -$7.44K -81 -20%
ATC
2041
Advantage Trust Company
Kansas
$29.5K +$27.5K +300 +1,429%
YP
2042
YANKCOM Partnership
South Dakota
$29.3K
FFA
2043
Frazier Financial Advisors
Ohio
$29.2K +$184 +2 +0.6%
CVM
2044
Cheviot Value Management
California
$28.9K
MBFW
2045
Morton Brown Family Wealth
Pennsylvania
$28.8K
RWS
2046
Retirement Wealth Solutions
Wisconsin
$28.5K
AWM
2047
Activest Wealth Management
Florida
$28.3K -$367 -4 -1%
BIA
2048
Bell Investment Advisors
California
$27.5K +$3.67K +40 +15%
AG
2049
AmeriFlex Group
Nevada
$27.1K +$19.9K +220 +275%
POIA
2050
Pin Oak Investment Advisors
Texas
$27K