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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
TWP
951
Triad Wealth Partners
Kansas
$1.01M
TL
952
Tradewinds LLC
North Carolina
$1.01M
AFC
953
AFT Forsyth & Company
Florida
$996K
1IA
954
1620 Investment Advisors
Massachusetts
$991K
CCA
955
Checchi Capital Advisers
California
$989K
GIPW
956
Granite Islands Private Wealth
Connecticut
$987K
UAG
957
United Advisor Group
Ohio
$986K
SOAMC
958
Spirit of America Management Corp
New York
$985K
SF
959
Symphony Financial
Texas
$985K
MA
960
MONECO Advisors
Connecticut
$984K
AWA
961
Aaron Wealth Advisors
Illinois
$983K
CA
962
CoreCap Advisors
Michigan
$983K
NPF
963
Norris Perne & French
Michigan
$982K
RMC
964
Resources Management Corp
Connecticut
$982K
1IA
965
1834 Investment Advisors
Wisconsin
$981K
KAS
966
KPP Advisory Services
Kentucky
$981K
RCI
967
RS Crum Inc
California
$980K
SC
968
Shuttleworth & Co
Ohio
$978K
BWP
969
Balboa Wealth Partners
Arizona
$975K
LCM
970
Leisure Capital Management
California
$973K
CL
971
CSS LLC
Illinois
$973K
CFA
972
Churchill Financial Advisors
Kentucky
$971K
NL
973
NWAM LLC
Washington
$971K
VA
974
VestGen Advisors
Illinois
$962K
HTC
975
Haverford Trust Company
Pennsylvania
$961K