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Southern Company

2,257 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 864 increasing their positions, 803 reducing their positions, and 147 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.87% more ownership

Funds ownership: 71.51%72.39% (+0.87%)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.02B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,257
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
$1.97B
Puts
$1.62B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
826
CWS Financial Advisors
Michigan
$1.39M
CPL
827
Capital & Planning LLC
Georgia
$1.39M
HNWAG
828
High Net Worth Advisory Group
Florida
$1.38M
DG
829
DMC Group
Alabama
$1.37M
AAIM
830
Asset Advisors Investment Management
Georgia
$1.37M
RPWA
831
Regent Peak Wealth Advisors
Georgia
$1.37M
LFG
832
Larson Financial Group
Missouri
$1.37M
CA
833
CapWealth Advisors
Tennessee
$1.37M
EAM
834
Everstar Asset Management
North Carolina
$1.37M
ISFAN
835
Investor's Fiduciary Advisor Network
Washington
$1.37M
SFS
836
Stiles Financial Services
Minnesota
$1.37M
BIG
837
Bush Investment Group
Georgia
$1.37M
EWM
838
EPG Wealth Management
Georgia
$1.36M
WWM
839
Western Wealth Management
Colorado
$1.35M
IIM
840
Ipswich Investment Management
Massachusetts
$1.35M
EAN
841
Excelsior Advisor Network
Colorado
$1.34M
ILI
842
Invesco LLC (Illinois)
Illinois
$1.34M
SAM
843
Silvercrest Asset Management
New York
$1.33M
AIM
844
Aigen Investment Management
New York
$1.33M
MG
845
Mather Group
Illinois
$1.33M
PAG
846
Powers Advisory Group
Illinois
$1.32M
CWS
847
Confluence Wealth Services
Pennsylvania
$1.32M
GWP
848
Gateway Wealth Partners
Wisconsin
$1.32M
IAIM
849
International Assets Investment Management
Florida
$1.3M
CFS
850
Cannon Financial Strategists
Georgia
$1.3M