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Southern Company

2,261 hedge funds and large institutions have $69.6B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 864 increasing their positions, 803 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 241 | Existing positions closed: 147

22% more call options, than puts

Call options by funds: $1.97B | Put options by funds: $1.62B

2% more funds holding

Funds holding: 2,2142,261 (+47)

8% more repeat investments, than reductions

Existing positions increased: 864 | Existing positions reduced: 803

0.93% more ownership

Funds ownership: 71.51%72.44% (+0.93%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

7% less capital invested

Capital invested by funds: $74.6B → $69.6B (-$4.97B)

Holders
2,261
Holders Change
+47
Holders Change %
+2.12%
% of All Funds
27.51%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.19%
New
241
Increased
864
Reduced
803
Closed
147
Calls
$1.97B
Puts
$1.62B
Net Calls
+$352M
Net Calls Change
+$80.3M
Name Holding Trade Value Shares
Change
Change in
Stake
A
551
AlphaQuest
New York
$3.05M +$1.94M +21,204 +153%
BA
552
Bridgewater Associates
Connecticut
$3.05M +$3.19M +34,969 New
FWP
553
FAS Wealth Partners
Kansas
$3.04M +$193K +2,119 +6%
ECM
554
Everence Capital Management
Indiana
$3.04M
AP
555
Anchyra Partners
Georgia
$3.03M +$3.17M +34,736 New
WPC
556
Waters Parkerson & Co
Louisiana
$3.03M -$86.7K -950 -3%
LWM
557
LongView Wealth Management
Georgia
$3.01M -$150K -1,641 -5%
TRCT
558
Tower Research Capital (TRC)
New York
$3.01M +$487K +5,338 +18%
BCM
559
Birmingham Capital Management
Alabama
$3.01M -$68.5K -750 -2%
PWMAG
560
Pinnacle Wealth Management Advisory Group
New Jersey
$2.99M +$77.6K +850 +3%
KIA
561
KCM Investment Advisors
California
$2.98M +$36.1K +395 +1%
RWM
562
Rockline Wealth Management
New York
$2.98M +$77.4K +848 +3%
MHI
563
Miller Howard Investments
New York
$2.98M +$228K +2,497 +8%
TYCC
564
Texas Yale Capital Corp
Florida
$2.96M +$14.6K +160 +0.5%
LF
565
Lantz Financial
Illinois
$2.96M -$23.8K -261 -0.8%
WIM
566
Walsky Investment Management
Pennsylvania
$2.95M +$3.09M +33,858 New
WPA
567
West Paces Advisors
Georgia
$2.94M +$217K +2,379 +8%
PAM
568
Panagora Asset Management
Massachusetts
$2.94M +$2.51M +27,440 +436%
SF
569
Slagle Financial
Illinois
$2.92M +$32.8K +359 +1%
CC
570
Courier Capital
New York
$2.91M +$250K +2,741 +9%
HWAM
571
Hennion & Walsh Asset Management
New Jersey
$2.9M -$345K -3,780 -10%
PWW
572
Pettyjohn Wood & White
Virginia
$2.88M +$64.9K +711 +2%
WIC
573
Woodmont Investment Counsel
Tennessee
$2.87M -$5.2K -57 -0.2%
IC
574
IEQ Capital
California
$2.86M +$17.5K +192 +0.6%
ACM
575
Adalta Capital Management
New York
$2.86M