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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
RSWM
1376
Robertson Stephens Wealth Management
California
$451K
CIA
1377
Cladis Investment Advisory
Montana
$450K
TGAM
1378
TBH Global Asset Management
Tennessee
$450K
DWM
1379
Drive Wealth Management
Utah
$450K
GIA
1380
GHP Investment Advisors
Colorado
$448K
WA
1381
WealthTrust Axiom
Pennsylvania
$448K
BST
1382
Bath Savings Trust
Maine
$446K
MWC
1383
MBM Wealth Consultants
Missouri
$445K
EGWAG
1384
Elwood & Goetz Wealth Advisory Group
Georgia
$445K
PWMG
1385
Pinnacle Wealth Management Group
Michigan
$445K
WIC
1386
Wilkins Investment Counsel
Massachusetts
$445K
RCG
1387
Ridge Creek Global
Ohio
$445K
CST
1388
Charles Schwab Trust
Nevada
$441K
FFIC
1389
First Fiduciary Investment Counsel
Ohio
$441K
PCH
1390
PGIM Custom Harvest
New Jersey
$441K
CAM
1391
Cozad Asset Management
Illinois
$440K
FC
1392
Fjell Capital
North Dakota
$440K
WC
1393
Wynn Capital
Georgia
$438K
RC
1394
Rithm Capital
New York
$436K
HFM
1395
Hartford Financial Management
Connecticut
$436K
CFIA
1396
Cantor Fitzgerald Investment Advisors
New York
$436K
WWM
1397
Walser Wealth Management
Florida
$436K
LFA
1398
Legacy Financial Advisors
Kentucky
$435K
PWM
1399
Partners Wealth Management
California
$435K
RC
1400
Resolute Capital
South Carolina
$434K