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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
SC
776
Swan Capital
Florida
$1.6M
IP
777
Ignite Planners
California
$1.6M
TPCW
778
TD Private Client Wealth
New York
$1.59M
TE
779
Tema ETFs
New York
$1.59M
WPC
780
Wedmont Private Capital
Pennsylvania
$1.58M
MFG
781
Monte Financial Group
Connecticut
$1.58M
OPA
782
Old Port Advisors
Maine
$1.57M
ERIC
783
Eagle Rock Investment Company
Georgia
$1.57M
PFSC
784
Peoples Financial Services Corp
Pennsylvania
$1.57M
PWA
785
Primoris Wealth Advisors
Florida
$1.56M
SMC
786
Smith, Moore & Co
Missouri
$1.56M
DT
787
Diversified Trust
Tennessee
$1.56M
AWM
788
Axxcess Wealth Management
California
$1.56M
SS
789
SBI Securities
Japan
$1.55M
WFA
790
WJ Financial Advisors
Connecticut
$1.55M
NW
791
NewEdge Wealth
Pennsylvania
$1.54M
GG
792
Gleason Group
Kentucky
$1.53M
AF
793
AGP Franklin
Tennessee
$1.53M
HCM
794
Huber Capital Management
California
$1.53M
JWM
795
Jeppson Wealth Management
California
$1.51M
RBC
796
Romano Brothers & Co
Illinois
$1.51M
TG
797
TCW Group
California
$1.51M
AS
798
Altshuler Shaham
Israel
$1.51M
RFA
799
Rollins Financial Advisors
New York
$1.5M
LA
800
LVW Advisors
New York
$1.49M