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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
DA
1351
Doliver Advisors
Texas
$471K
STS
1352
SG Trading Solutions
Utah
$471K
BAM
1353
BOS Asset Management
Illinois
$471K
BDL
1354
Bey-Douglas LLC
Georgia
$471K
AB
1355
Atlas Brown
Kentucky
$471K
VR
1356
Valued Retirements
Texas
$468K
LWM
1357
LeConte Wealth Management
Tennessee
$467K
TCBWMS
1358
Texas Capital Bank Wealth Management Services
Texas
$467K
ARA
1359
Approach Retirement Advisors
Alabama
$466K
BIM
1360
Bridges Investment Management
Nebraska
$465K
EP
1361
Edgestream Partners
New Jersey
$465K
AA
1362
Argent Advisors
Louisiana
$465K
AWE
1363
Avidian Wealth Enterprises
Texas
$464K
DSC
1364
Duncker Streett & Co
Missouri
$463K
PWAM
1365
Pinnacle West Asset Management
Wyoming
$463K
GWA
1366
Gratus Wealth Advisors
Virginia
$462K
LJAC
1367
L.J. Altfest & Co
New York
$461K
MAWA
1368
Moss Adams Wealth Advisors
Washington
$459K
HIC
1369
Hartline Investment Corp
Illinois
$459K
APW
1370
Austin Private Wealth
Texas
$458K
CCWM
1371
Correct Capital Wealth Management
Missouri
$458K
KA
1372
Klingman & Associates
New York
$457K
PA
1373
PSI Advisors
Florida
$455K
EIA
1374
Eastover Investment Advisors
North Carolina
$452K
CIA
1375
Cohen Investment Advisors
New Hampshire
$451K