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Southern Company

2,145 hedge funds and large institutions have $70.8B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 924 increasing their positions, 721 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,145
Holders Change
-29
Holders Change %
-1.33%
% of All Funds
28.79%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.32%
New
127
Increased
924
Reduced
721
Closed
118
Calls
$599M
Puts
$214M
Net Calls
+$385M
Net Calls Change
+$168M
Name Holding Trade Value Shares
Change
Shares
Change %
T
2051
Tidemark
California
$25K
KFI
2052
Key Financial Inc
Pennsylvania
$24.7K
SC
2053
Solstein Capital
California
$23.7K +$23.7K +258 New
PWMG
2054
Prestige Wealth Management Group
New Jersey
$23.6K +$1.19K +13 +5%
AP
2055
Aspect Partners
Virginia
$23.4K +$12.9K +140 +122%
MWA
2056
Miller Wealth Advisors
Colorado
$23K
MAS
2057
MPWM Advisory Solutions
Georgia
$22.6K +$20.2K +220 +846%
LFASL
2058
Lugano Financial Advisors SA (LFA)
Switzerland
$22.6K +$22.6K +246 New
SAS
2059
Spurstone Advisory Services
Connecticut
$22.4K
1L
2060
10Elms LLP
Oklahoma
$22.2K
HHMI
2061
Howard Hughes Medical Institute
Maryland
$21.7K +$21.7K +236 New
QWM
2062
Quaker Wealth Management
New Jersey
$21.6K +$21.6K +235 New
WPA
2063
Wealth Preservation Advisors
Tennessee
$21.3K +$92 +1 +0.4%
NECFA
2064
New England Capital Financial Advisors
Connecticut
$21.1K +$184 +2 +0.9%
WWM
2065
Wolff Wiese Magana
California
$20.9K
LCM
2066
Logan Capital Management
Pennsylvania
$20.3K
CTWM
2067
Cherry Tree Wealth Management
Minnesota
$19.5K
PWMG
2068
Private Wealth Management Group
New Jersey
$19.4K -$4.87K -53 -20%
CBT
2069
CoreFirst Bank & Trust
Kansas
$18.4K +$18.4K +200 New
WTA
2070
Washington Trust Advisors
Massachusetts
$18.3K
NWM
2071
Navigoe Wealth Management
California
$18K
WAM
2072
WFA Asset Management
Wisconsin
$18K
RTC
2073
Riverview Trust Company
Washington
$17.8K -$154K -1,673 -90%
FNWA
2074
Financial Network Wealth Advisors
Utah
$17.6K
TVWM
2075
Tower View Wealth Management
Wisconsin
$17.5K +$184 +2 +1%