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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
ZWA
1276
Zinnia Wealth Advisory
Florida
$540K
CWM
1277
Cranbrook Wealth Management
Michigan
$539K
CA
1278
Calton & Associates
Florida
$539K
SGI
1279
Summit Global Investments
Utah
$539K
NP
1280
Nilsine Partners
Colorado
$531K
LFS
1281
Legacy Financial Strategies
Kansas
$529K
CI
1282
Conning Inc
Connecticut
$529K
TFS
1283
Thoroughbred Financial Services
Tennessee
$528K
SSC
1284
Syverson Strege & Co
Iowa
$527K
MW
1285
Maia Wealth
Colorado
$526K
PA
1286
PFW Advisors
Georgia
$526K
IP
1287
Integras Partners
Georgia
$525K
VFP
1288
Verus Financial Partners
Virginia
$525K
WWM
1289
Wiser Wealth Management
Georgia
$524K
KWM
1290
Keebeck Wealth Management
Illinois
$523K
NRC
1291
New Republic Capital
North Carolina
$518K
TFA
1292
Trinity Financial Advisors
Ohio
$518K
RIP
1293
Reliant Investment Partners
North Carolina
$518K
DI
1294
Diligent Investors
California
$517K
NPFS
1295
Novak & Powell Financial Services
Florida
$517K
RWI
1296
Red Wave Investments
Pennsylvania
$517K
SWM
1297
SHP Wealth Management
Massachusetts
$516K
CAM
1298
Congress Asset Management
Massachusetts
$513K
SC
1299
Schulhoff & Co
Ohio
$512K
RCM
1300
Requisite Capital Management
Texas
$512K