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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
LDB
1401
Lee, Danner & Bass
Tennessee
$429K
BFA
1402
Bill Few Associates
Pennsylvania
$428K
PFG
1403
Prosperity Financial Group
California
$428K
AAS
1404
AdviceOne Advisory Services
Connecticut
$427K
FC
1405
Fusion Capital
South Carolina
$427K
SW
1406
SteelPeak Wealth
California
$426K
MWA
1407
Midland Wealth Advisors
Illinois
$425K
MGAM
1408
McGowan Group Asset Management
Texas
$425K
FBB
1409
Fulton Breakefield Broenniman
Maryland
$424K
WFAG
1410
Worth Financial Advisory Group
North Carolina
$423K
RLWM
1411
RF&L Wealth Management
Massachusetts
$423K
SWM
1412
Shrier Wealth Management
California
$423K
LT
1413
Legacy Trust
Michigan
$422K
NRI
1414
NFP Retirement Inc
California
$422K
CF
1415
Claris Financial
Virginia
$421K
SIC
1416
Sigma Investment Counselors
Michigan
$420K
FFM
1417
Forum Financial Management
Illinois
$420K
RCM
1418
RB Capital Management
Nevada
$420K
V
1419
VeraBank
Texas
$419K
SAM
1420
Seelaus Asset Management
New Jersey
$419K
LCM
1421
LVM Capital Management
Michigan
$419K
CICI
1422
Capital Investment Counsel Inc
North Carolina
$419K
CIM
1423
CIM Investment Management
Pennsylvania
$419K
NFG
1424
Nadler Financial Group
Illinois
$416K
CGH
1425
CMG Global Holdings
Texas
$416K