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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
EFA
901
Edge Financial Advisors
Illinois
$1.14M
AF
902
Advisornet Financial
Minnesota
$1.13M
ECM
903
Evergreen Capital Management
Washington
$1.13M
DAM
904
Delta Asset Management
Tennessee
$1.13M
HBT
905
Hills Bank & Trust
Iowa
$1.13M
ACS
906
Archford Capital Strategies
Illinois
$1.13M
FSA
907
Financial Security Advisor
Virginia
$1.12M
API
908
Asset Planning Inc
California
$1.12M
EWM
909
Empirical Wealth Management
Washington
$1.12M
MSA
910
Marino Stram & Associates
Massachusetts
$1.12M
GC
911
Grimes & Company
Massachusetts
$1.12M
CCM
912
CFO Capital Management
Connecticut
$1.12M
CIAS
913
CFS Investment Advisory Services
New Jersey
$1.11M
NFG
914
Nations Financial Group
Iowa
$1.11M
FT
915
Fiduciary Trust
Massachusetts
$1.11M
WFS
916
Widmann Financial Services
Maryland
$1.11M
HIP
917
HUB Investment Partners
Texas
$1.11M
RP
918
Rowlandmiller & Partners
Georgia
$1.11M
MWM
919
Mosley Wealth Management
California
$1.1M
SA
920
SRH Advisors
Kansas
$1.1M
MWM
921
Mission Wealth Management
California
$1.1M
GWANC
922
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.08M
CCWM
923
Cassaday & Co Wealth Management
Virginia
$1.08M
TCM
924
Twin Capital Management
Pennsylvania
$1.08M
SWM
925
Spire Wealth Management
Virginia
$1.08M