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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
HBT
901
Hills Bank & Trust
Iowa
$1.13M
ACS
902
Archford Capital Strategies
Illinois
$1.13M
FSA
903
Financial Security Advisor
Virginia
$1.12M
API
904
Asset Planning Inc
California
$1.12M
EWM
905
Empirical Wealth Management
Washington
$1.12M
MSA
906
Marino Stram & Associates
Massachusetts
$1.12M
GC
907
Grimes & Company
Massachusetts
$1.12M
CCML
908
CFO CAPITAL MANAGEMENT LLC
Connecticut
$1.12M
CIAS
909
CFS Investment Advisory Services
New Jersey
$1.11M
NFG
910
Nations Financial Group
Iowa
$1.11M
FT
911
Fiduciary Trust
Massachusetts
$1.11M
WFS
912
Widmann Financial Services
Maryland
$1.11M
HIP
913
HUB Investment Partners
Texas
$1.11M
RP
914
Rowlandmiller & Partners
Georgia
$1.11M
MWM
915
Mosley Wealth Management
California
$1.1M
SA
916
SRH Advisors
Kansas
$1.1M
MWM
917
Mission Wealth Management
California
$1.1M
GWANC
918
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.08M
CCWM
919
Cassaday & Co Wealth Management
Virginia
$1.08M
TCM
920
Twin Capital Management
Pennsylvania
$1.08M
SWM
921
Spire Wealth Management
Virginia
$1.08M
RCAG
922
Rehmann Capital Advisory Group
Michigan
$1.08M
TBA
923
Tower Bridge Advisors
Pennsylvania
$1.08M
SIS
924
Sound Income Strategies
Florida
$1.08M
BWA
925
BlueChip Wealth Advisors
Georgia
$1.08M