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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
CCFM
1126
Clear Creek Financial Management
Washington
$709K
CAWM
1127
Capital Advisors Wealth Management
Washington
$709K
VBCG
1128
Valley Brook Capital Group
Pennsylvania
$708K
MFWP
1129
Mosaic Family Wealth Partners
Missouri
$707K
WA
1130
Wealth Alliance
New York
$707K
CWP
1131
Cyndeo Wealth Partners
Florida
$706K
GC
1132
Gilbert & Cook
Iowa
$703K
CCIA
1133
Campbell & Co Investment Adviser
Maryland
$702K
SOAM
1134
SBI Okasan Asset Management
Japan
$700K
GWA
1135
Geometric Wealth Advisors
District of Columbia
$700K
MEAC
1136
M.E. Allison & Co
Texas
$697K
CBB
1137
Citizens Business Bank
California
$696K
RGC
1138
Roberts, Glore & Co
Illinois
$696K
DIA
1139
Davidson Investment Advisors
Montana
$695K
OL
1140
one8zero8 LLC
North Carolina
$695K
WDG
1141
Wealth Dimensions Group
Ohio
$693K
BCV
1142
Banque Cantonale Vaudoise
Switzerland
$686K
MAM
1143
McLean Asset Management
Virginia
$686K
WOSD
1144
WFA of San Diego
California
$685K
NAAA
1145
New Age Alpha Advisors
New York
$685K
KMWM
1146
Keudell/Morrison Wealth Management
Oregon
$684K
ACM
1147
Allred Capital Management
Texas
$684K
BW
1148
Blalock Williams
Alabama
$684K
SF
1149
SageOak Financial
Oklahoma
$684K
MFS
1150
Mirabella Financial Services
United Kingdom
$683K