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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
LFG
826
Larson Financial Group
Missouri
$1.37M
CA
827
CapWealth Advisors
Tennessee
$1.37M
EAM
828
Everstar Asset Management
North Carolina
$1.37M
ISFAN
829
Investor's Fiduciary Advisor Network
Washington
$1.37M
SFS
830
Stiles Financial Services
Minnesota
$1.37M
BIG
831
Bush Investment Group
Georgia
$1.37M
EWM
832
EPG Wealth Management
Georgia
$1.36M
WWM
833
Western Wealth Management
Colorado
$1.35M
IIM
834
Ipswich Investment Management
Massachusetts
$1.35M
EAN
835
Excelsior Advisor Network
Colorado
$1.34M
ILI
836
Invesco LLC (Illinois)
Illinois
$1.34M
SAM
837
Silvercrest Asset Management
New York
$1.33M
AIM
838
Aigen Investment Management
New York
$1.33M
MG
839
Mather Group
Illinois
$1.33M
PAG
840
Powers Advisory Group
Illinois
$1.32M
CWS
841
Confluence Wealth Services
Pennsylvania
$1.32M
GWP
842
Gateway Wealth Partners
Wisconsin
$1.32M
IAIM
843
International Assets Investment Management
Florida
$1.3M
CFS
844
Cannon Financial Strategists
Georgia
$1.3M
BRWA
845
B. Riley Wealth Advisors
Florida
$1.3M
VWM
846
Venturi Wealth Management
Texas
$1.29M
CSIC
847
Clifford Swan Investment Counsel
California
$1.29M
AG
848
Ascent Group
Virginia
$1.28M
FLPIM
849
F.L. Putnam Investment Management
Massachusetts
$1.28M
FC
850
FCA Corp
Texas
$1.27M