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Southern Company

2,226 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 856 increasing their positions, 801 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

1% more funds holding

Funds holding: 2,2082,226 (+18)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.04B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,226
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.96B
Puts
$1.61B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
551
FAS Wealth Partners
Kansas
$3.04M
ECM
552
Everence Capital Management
Indiana
$3.04M
AP
553
Anchyra Partners
Georgia
$3.03M
WPC
554
Waters Parkerson & Co
Louisiana
$3.03M
LWM
555
LongView Wealth Management
Georgia
$3.01M
TRCT
556
Tower Research Capital (TRC)
New York
$3.01M
BCM
557
Birmingham Capital Management
Alabama
$3.01M
PWMAG
558
Pinnacle Wealth Management Advisory Group
New Jersey
$2.99M
KIA
559
KCM Investment Advisors
California
$2.98M
RWM
560
Rockline Wealth Management
New York
$2.98M
MHI
561
Miller Howard Investments
New York
$2.98M
TYCC
562
Texas Yale Capital Corp
Florida
$2.96M
LF
563
Lantz Financial
Illinois
$2.96M
WIM
564
Walsky Investment Management
Pennsylvania
$2.95M
WPA
565
West Paces Advisors
Georgia
$2.94M
PAM
566
Panagora Asset Management
Massachusetts
$2.94M
SF
567
Slagle Financial
Illinois
$2.92M
CC
568
Courier Capital
New York
$2.91M
HWAM
569
Hennion & Walsh Asset Management
New Jersey
$2.9M
PWW
570
Pettyjohn Wood & White
Virginia
$2.88M
WIC
571
Woodmont Investment Counsel
Tennessee
$2.87M
IC
572
IEQ Capital
California
$2.86M
ACM
573
Adalta Capital Management
New York
$2.86M
FNT
574
First National Trust
Pennsylvania
$2.86M
EI
575
Ethic Inc
New York
$2.85M