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Southern Company

2,322 hedge funds and large institutions have $76B invested in Southern Company in 2026 Q1 according to their latest regulatory filings, with 224 funds opening new positions, 969 increasing their positions, 768 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,322
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
$490M
Puts
$360M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
2026
Beacon Investment Advisory Services
New Jersey
$186K
KFAS
2027
Keating Financial Advisory Services
Kansas
$185K
HIMS
2028
Hager Investment Management Services
New Hampshire
$183K
CIR
2029
Clear Investment Research
Georgia
$180K
CAL
2030
Capital Advisors Ltd
Ohio
$179K
TWM
2031
Tripletail Wealth Management
Florida
$178K
PWM
2032
Proathlete Wealth Management
Florida
$175K
ACM
2033
Aster Capital Management
United Arab Emirates
$174K
PF
2034
PlanVest Financial
Maryland
$172K
IA
2035
IFG Advisory
Georgia
$172K
CB
2036
Community Bank
New York
$169K
FFO
2037
Fortitude Family Office
Arizona
$168K
SAM
2038
S.A. Mason
Michigan
$167K
CFD
2039
Creative Financial Designs
Indiana
$167K
SCM
2040
Silvant Capital Management
Georgia
$167K
MCM
2041
MV Capital Management
Maryland
$163K
IAAG
2042
Innovative Asset Advisors Group
Connecticut
$158K
RWM
2043
RMG Wealth Management
Wisconsin
$156K
SPF
2044
South Plains Financial
Texas
$155K
MWA
2045
Medallion Wealth Advisors
Connecticut
$154K
TFA
2046
Transamerica Financial Advisors
Florida
$152K
RFP
2047
Root Financial Partners
California
$150K
CMA
2048
Cedar Mountain Advisors
Oregon
$149K
TLA
2049
Tanglewood Legacy Advisors
Texas
$145K
MCI
2050
MRP Capital Investments
Georgia
$145K