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Southern Company

2,227 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 221 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 funds holding

Funds holding:

0.86% more ownership

Funds ownership: 71.51%72.37% (+0.86%)

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
2,227
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
PF
1001
Phoenix Financial
Israel
$904K
GS
1002
GTS Securities
New York
$902K
AWA
1003
Acorn Wealth Advisors
Michigan
$902K
HAS
1004
HBW Advisory Services
California
$901K
MWM
1005
Modera Wealth Management
New Jersey
$894K
CA
1006
Claro Advisors
Massachusetts
$892K
BFIC
1007
Bedell Frazier Investment Counselling
California
$891K
FMB
1008
Field & Main Bank
Kentucky
$891K
PVI
1009
Pine Valley Investments
New Jersey
$890K
XWM
1010
Xcel Wealth Management
Florida
$890K
WWMSC
1011
Wagner Wealth Management (South Carolina)
South Carolina
$888K
LWL
1012
Leo Wealth LLC
Texas
$886K
IPAM
1013
Investment Partners Asset Management
New Jersey
$885K
BFS
1014
Bradley Foster & Sargent
Connecticut
$884K
KWM
1015
Kingsman Wealth Management
Florida
$880K
MMM
1016
Mendel Money Management
Illinois
$878K
SJIM
1017
St. Johns Investment Management
Florida
$877K
GWMR
1018
GC Wealth Management RIA
Massachusetts
$872K
MIM
1019
Marco Investment Management
Georgia
$871K
FCM
1020
Fourpath Capital Management
Oklahoma
$866K
TBNY
1021
Trustco Bank (New York)
New York
$865K
SFG
1022
Sunburst Financial Group
Alabama
$863K
HFBOT
1023
Home Federal Bank of Tennessee
Tennessee
$862K
WAC
1024
William Allan Corp
Colorado
$859K
LCM
1025
Landscape Capital Management
New Jersey
$854K