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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
WA
1126
Wealth Alliance
New York
$707K
CWP
1127
Cyndeo Wealth Partners
Florida
$706K
GC
1128
Gilbert & Cook
Iowa
$703K
CCIA
1129
Campbell & Co Investment Adviser
Maryland
$702K
SOAM
1130
SBI Okasan Asset Management
Japan
$700K
GWA
1131
Geometric Wealth Advisors
District of Columbia
$700K
MEAC
1132
M.E. Allison & Co
Texas
$697K
CBB
1133
Citizens Business Bank
California
$696K
RGC
1134
Roberts, Glore & Co
Illinois
$696K
DIA
1135
Davidson Investment Advisors
Montana
$695K
OL
1136
one8zero8 LLC
North Carolina
$695K
WDG
1137
Wealth Dimensions Group
Ohio
$693K
BCV
1138
Banque Cantonale Vaudoise
Switzerland
$686K
MAM
1139
McLean Asset Management
Virginia
$686K
WOSD
1140
WFA of San Diego
California
$685K
NAAA
1141
New Age Alpha Advisors
New York
$685K
KMWM
1142
Keudell/Morrison Wealth Management
Oregon
$684K
ACM
1143
Allred Capital Management
Texas
$684K
BW
1144
Blalock Williams
Alabama
$684K
SF
1145
SageOak Financial
Oklahoma
$684K
MFS
1146
Mirabella Financial Services
United Kingdom
$683K
AA
1147
Advisory Alpha
Michigan
$682K
BRWM
1148
Blue Rock Wealth Management
North Carolina
$681K
TWM
1149
Tradition Wealth Management
Minnesota
$680K
CWMA
1150
Capstone Wealth Management (Alabama)
Alabama
$680K