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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 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
-26
Holders Change %
-1.2%
% of All Funds
28.78%
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
117
Calls
$599M
Puts
$214M
Net Calls
+$385M
Net Calls Change
+$168M
Name Holding Trade Value Shares
Change
Shares
Change %
CFS
2051
CGC Financial Services
Oregon
$26.9K
AW
2052
Avion Wealth
Texas
$26K -$79.7K -886 -75%
T
2053
Tidemark
California
$25K
KFI
2054
Key Financial Inc
Pennsylvania
$24.7K
SC
2055
Solstein Capital
California
$23.7K +$23.7K +258 New
PWMG
2056
Prestige Wealth Management Group
New Jersey
$23.6K +$1.19K +13 +5%
AP
2057
Aspect Partners
Virginia
$23.4K +$12.9K +140 +122%
MWA
2058
Miller Wealth Advisors
Colorado
$23K
MAS
2059
MPWM Advisory Solutions
Georgia
$22.6K +$20.2K +220 +846%
LFASL
2060
Lugano Financial Advisors SA (LFA)
Switzerland
$22.6K +$22.6K +246 New
SAS
2061
Spurstone Advisory Services
Connecticut
$22.4K
1L
2062
10Elms LLP
Oklahoma
$22.2K
HHMI
2063
Howard Hughes Medical Institute
Maryland
$21.7K +$21.7K +236 New
QWM
2064
Quaker Wealth Management
New Jersey
$21.6K +$21.6K +235 New
WPA
2065
Wealth Preservation Advisors
Tennessee
$21.3K +$92 +1 +0.4%
NECFA
2066
New England Capital Financial Advisors
Connecticut
$21.1K +$184 +2 +0.9%
WWM
2067
Wolff Wiese Magana
California
$20.9K
LCM
2068
Logan Capital Management
Pennsylvania
$20.3K
CTWM
2069
Cherry Tree Wealth Management
Minnesota
$19.5K
PWMG
2070
Private Wealth Management Group
New Jersey
$19.4K -$4.87K -53 -20%
CBT
2071
CoreFirst Bank & Trust
Kansas
$18.4K +$18.4K +200 New
WTA
2072
Washington Trust Advisors
Massachusetts
$18.3K
NWM
2073
Navigoe Wealth Management
California
$18K
WAM
2074
WFA Asset Management
Wisconsin
$18K
RTC
2075
Riverview Trust Company
Washington
$17.8K -$154K -1,673 -90%