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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
CRC
1276
Curi RMB Capital
Illinois
$545K
SWA
1277
SFMG Wealth Advisors
Texas
$544K
3IP
1278
3Chopt Investment Partners
Virginia
$544K
HWA
1279
Heritage Wealth Advisors
Virginia
$543K
MCP
1280
Mirador Capital Partners
California
$542K
ZWA
1281
Zinnia Wealth Advisory
Florida
$540K
CWM
1282
Cranbrook Wealth Management
Michigan
$539K
CA
1283
Calton & Associates
Florida
$539K
SGI
1284
Summit Global Investments
Utah
$539K
NP
1285
Nilsine Partners
Colorado
$531K
LFS
1286
Legacy Financial Strategies
Kansas
$529K
CI
1287
Conning Inc
Connecticut
$529K
TFS
1288
Thoroughbred Financial Services
Tennessee
$528K
SSC
1289
Syverson Strege & Co
Iowa
$527K
MW
1290
Maia Wealth
Colorado
$526K
PA
1291
PFW Advisors
Georgia
$526K
IP
1292
Integras Partners
Georgia
$525K
VFP
1293
Verus Financial Partners
Virginia
$525K
WWM
1294
Wiser Wealth Management
Georgia
$524K
KWM
1295
Keebeck Wealth Management
Illinois
$523K
NRC
1296
New Republic Capital
North Carolina
$518K
TFA
1297
Trinity Financial Advisors
Ohio
$518K
RIP
1298
Reliant Investment Partners
North Carolina
$518K
DI
1299
Diligent Investors
California
$517K
NPFS
1300
Novak & Powell Financial Services
Florida
$517K