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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
VR
1351
Valued Retirements
Texas
$468K
LWM
1352
LeConte Wealth Management
Tennessee
$467K
TCBWMS
1353
Texas Capital Bank Wealth Management Services
Texas
$467K
ARA
1354
Approach Retirement Advisors
Alabama
$466K
BIM
1355
Bridges Investment Management
Nebraska
$465K
EP
1356
Edgestream Partners
New Jersey
$465K
AA
1357
Argent Advisors
Louisiana
$465K
AWE
1358
Avidian Wealth Enterprises
Texas
$464K
DSC
1359
Duncker Streett & Co
Missouri
$463K
PWAM
1360
Pinnacle West Asset Management
Wyoming
$463K
GWA
1361
Gratus Wealth Advisors
Virginia
$462K
LJAC
1362
L.J. Altfest & Co
New York
$461K
MAWA
1363
Moss Adams Wealth Advisors
Washington
$459K
HIC
1364
Hartline Investment Corp
Illinois
$459K
APW
1365
Austin Private Wealth
Texas
$458K
CCWM
1366
Correct Capital Wealth Management
Missouri
$458K
KA
1367
Klingman & Associates
New York
$457K
PA
1368
PSI Advisors
Florida
$455K
EIA
1369
Eastover Investment Advisors
North Carolina
$452K
CIA
1370
Cohen Investment Advisors
New Hampshire
$451K
RSWM
1371
Robertson Stephens Wealth Management
California
$451K
CIA
1372
Cladis Investment Advisory
Montana
$450K
TGAM
1373
TBH Global Asset Management
Tennessee
$450K
DWM
1374
Drive Wealth Management
Utah
$450K
GIA
1375
GHP Investment Advisors
Colorado
$448K