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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
WA
1376
WealthTrust Axiom
Pennsylvania
$448K
BST
1377
Bath Savings Trust
Maine
$446K
MWC
1378
MBM Wealth Consultants
Missouri
$445K
EGWAG
1379
Elwood & Goetz Wealth Advisory Group
Georgia
$445K
PWMG
1380
Pinnacle Wealth Management Group
Michigan
$445K
WIC
1381
Wilkins Investment Counsel
Massachusetts
$445K
RCG
1382
Ridge Creek Global
Ohio
$445K
CST
1383
Charles Schwab Trust
Nevada
$441K
FFIC
1384
First Fiduciary Investment Counsel
Ohio
$441K
PCH
1385
PGIM Custom Harvest
New Jersey
$441K
CAM
1386
Cozad Asset Management
Illinois
$440K
FC
1387
Fjell Capital
North Dakota
$440K
WC
1388
Wynn Capital
Georgia
$438K
RC
1389
Rithm Capital
New York
$436K
HFM
1390
Hartford Financial Management
Connecticut
$436K
CFIA
1391
Cantor Fitzgerald Investment Advisors
New York
$436K
WWMCALLC
1392
Walser Wealth Management Company, A Ltd Liability Co
Florida
$436K
LFA
1393
Legacy Financial Advisors
Kentucky
$435K
PWM
1394
Partners Wealth Management
California
$435K
RC
1395
Resolute Capital
South Carolina
$434K
SWM
1396
Shepherd Wealth Management
Ohio
$434K
VC
1397
Veracity Capital
Georgia
$433K
RWP
1398
RWA Wealth Partners
Massachusetts
$432K
PIM
1399
Penobscot Investment Management
Massachusetts
$430K
BA
1400
Bridgewater Advisors
New York
$430K