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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
RL
1001
Rogco LP
Oklahoma
$909K
Members Trust
1002
Members Trust
Florida
$909K
RMP
1003
Richards, Merrill & Peterson
Washington
$905K
PF
1004
Phoenix Financial
Israel
$904K
GS
1005
GTS Securities
New York
$902K
AWA
1006
Acorn Wealth Advisors
Michigan
$902K
HAS
1007
HBW Advisory Services
California
$901K
MWM
1008
Modera Wealth Management
New Jersey
$894K
CA
1009
Claro Advisors
Massachusetts
$892K
BFIC
1010
Bedell Frazier Investment Counselling
California
$891K
FMB
1011
Field & Main Bank
Kentucky
$891K
PVI
1012
Pine Valley Investments
New Jersey
$890K
XWM
1013
Xcel Wealth Management
Florida
$890K
WWMSC
1014
Wagner Wealth Management (South Carolina)
South Carolina
$888K
LWL
1015
Leo Wealth LLC
Texas
$886K
IPAM
1016
Investment Partners Asset Management
New Jersey
$885K
BFS
1017
Bradley Foster & Sargent
Connecticut
$884K
KWM
1018
Kingsman Wealth Management
Florida
$880K
MMM
1019
Mendel Money Management
Illinois
$878K
SJIM
1020
St. Johns Investment Management
Florida
$877K
GWMR
1021
GC Wealth Management RIA
Massachusetts
$872K
MIM
1022
Marco Investment Management
Georgia
$871K
FCM
1023
Fourpath Capital Management
Oklahoma
$866K
TBNY
1024
Trustco Bank (New York)
New York
$865K
SFG
1025
Sunburst Financial Group
Alabama
$863K