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Southern Company

2,174 hedge funds and large institutions have $68B invested in Southern Company in 2025 Q1 according to their latest regulatory filings, with 225 funds opening new positions, 896 increasing their positions, 727 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,174
Holders Change
+76
Holders Change %
+3.62%
% of All Funds
29.53%
Holding in Top 10
25
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+127.27%
% of All Funds
0.34%
New
225
Increased
896
Reduced
727
Closed
105
Calls
$502M
Puts
$284M
Net Calls
+$217M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
2076
Private Wealth Management Group
New Jersey
$24.3K +$7.72K +84 +47%
BIA
2077
Bell Investment Advisors
California
$23.8K +$92 +1 +0.4%
MWA
2078
Miller Wealth Advisors
Colorado
$23K
PWMG
2079
Prestige Wealth Management Group
New Jersey
$22.4K +$552 +6 +3%
SAS
2080
Spurstone Advisory Services
Connecticut
$22.4K
1L
2081
10Elms LLP
Oklahoma
$22.3K
WPA
2082
Wealth Preservation Advisors
Tennessee
$21.2K +$21.2K +230 New
NECFA
2083
New England Capital Financial Advisors
Connecticut
$21K +$92 +1 +0.4%
WWM
2084
Wolff Wiese Magana
California
$20.9K -$1.56K -17 -7%
LCM
2085
Logan Capital Management
Pennsylvania
$20.3K
CTWM
2086
Cherry Tree Wealth Management
Minnesota
$19.5K +$8.37K +91 +75%
KIM
2087
Kestra Investment Management
Texas
$19.3K -$143K -1,551 -88%
HC
2088
Hoese & Co
Minnesota
$18.4K
TC
2089
Trust Company
Kansas
$18.4K +$18.4K +200 New
WTA
2090
Washington Trust Advisors
Massachusetts
$18.4K
NWM
2091
Navigoe Wealth Management
California
$18K
FNWA
2092
Financial Network Wealth Advisors
Utah
$17.7K +$17.7K +192 New
SIM
2093
Studio Investment Management
Illinois
$17.5K -$1.93K -21 -10%
HFS
2094
Horizon Financial Services
North Carolina
$17.5K
GWM
2095
Graybill Wealth Management
Illinois
$17.5K +$17.5K +190 New
TVWM
2096
Tower View Wealth Management
Wisconsin
$17.4K +$92 +1 +0.5%
WAM
2097
WFA Asset Management
Wisconsin
$16.6K -$14.1K -197 -46%
CWM
2098
Centricity Wealth Management
Ohio
$16.6K
FC
2099
Fairscale Capital
New Hampshire
$14.9K
WCM
2100
Westend Capital Management
California
$14.3K