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Southern Company

2,239 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 860 increasing their positions, 804 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%72.38% (+0.87%)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.03B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,239
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
DG
826
DMC Group
Alabama
$1.37M
AAIM
827
Asset Advisors Investment Management
Georgia
$1.37M
RPWA
828
Regent Peak Wealth Advisors
Georgia
$1.37M
LFG
829
Larson Financial Group
Missouri
$1.37M
CA
830
CapWealth Advisors
Tennessee
$1.37M
EAM
831
Everstar Asset Management
North Carolina
$1.37M
ISFAN
832
Investor's Fiduciary Advisor Network
Washington
$1.37M
SFS
833
Stiles Financial Services
Minnesota
$1.37M
BIG
834
Bush Investment Group
Georgia
$1.37M
EWM
835
EPG Wealth Management
Georgia
$1.36M
WWM
836
Western Wealth Management
Colorado
$1.35M
IIM
837
Ipswich Investment Management
Massachusetts
$1.35M
EAN
838
Excelsior Advisor Network
Colorado
$1.34M
ILI
839
Invesco LLC (Illinois)
Illinois
$1.34M
SAM
840
Silvercrest Asset Management
New York
$1.33M
AIM
841
Aigen Investment Management
New York
$1.33M
MG
842
Mather Group
Illinois
$1.33M
PAG
843
Powers Advisory Group
Illinois
$1.32M
CWS
844
Confluence Wealth Services
Pennsylvania
$1.32M
GWP
845
Gateway Wealth Partners
Wisconsin
$1.32M
IAIM
846
International Assets Investment Management
Florida
$1.3M
CFS
847
Cannon Financial Strategists
Georgia
$1.3M
BRWA
848
B. Riley Wealth Advisors
Florida
$1.3M
VWM
849
Venturi Wealth Management
Texas
$1.29M
CSIC
850
Clifford Swan Investment Counsel
California
$1.29M