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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 %
JFG
2101
JDM Financial Group
Texas
$9.18K
CFS
2102
Compass Financial Services
Iowa
$9.18K +$2.39K +26 +35%
OAJ
2103
Ogorek Anthony Joseph
New York
$9K
MSWA
2104
Marshall & Sterling Wealth Advisors
New York
$8.73K
PCM
2105
Penserra Capital Management
California
$8K -$1.26M -14,646 -99%
LFA
2106
LGT Financial Advisors
Texas
$7.99K +$7.99K +87 New
WCM
2107
WealthTrak Capital Management
Virginia
$7.81K +$918 +10 +13%
CWA
2108
Carolina Wealth Advisors
South Carolina
$7.44K
FWP
2109
Fiduciary Wealth Partners
Massachusetts
$7.35K -$196K -2,138 -96%
BFS
2110
Bare Financial Services
Pennsylvania
$7.16K +$6.7K +73 +1,460%
NWM
2111
Nova Wealth Management
Florida
$6.85K +$6.21K +68 +971%
WA
2112
Whipplewood Advisors
Colorado
$6.7K -$44.1K -480 -87%
LWA
2113
Lowe Wealth Advisors
Maryland
$6.7K
GC
2114
GFG Capital
Florida
$6.43K +$6.43K +70 New
RS
2115
Rakuten Securities
Japan
$6.24K -$184 -2 -3%
BFS
2116
Burkett Financial Services
South Carolina
$5.7K
PWA
2117
Principia Wealth Advisory
Texas
$5.51K +$826 +9 +18%
TIM
2118
Total Investment Management
Arizona
$5.51K +$5.51K +60 New
FP
2119
Financial Perspectives
Minnesota
$5.32K
ACA
2120
Atlas Capital Advisors
Wyoming
$4.32K
T
2121
TOBAM
France
$4K -$214K -2,461 -98%
DPW
2122
DiNuzzo Private Wealth
Pennsylvania
$3.67K -$92 -1 -2%
VWA
2123
Valued Wealth Advisors
Utah
$3.64K +$911 +10 +33%
MWM
2124
MorganRosel Wealth Management
Colorado
$3.31K
RI
2125
Ridgewood Investments
New Jersey
$3.21K