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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
SWM
1401
Shepherd Wealth Management
Ohio
$434K
VC
1402
Veracity Capital
Georgia
$433K
RWP
1403
RWA Wealth Partners
Massachusetts
$432K
PIM
1404
Penobscot Investment Management
Massachusetts
$430K
BONH
1405
Bank of New Hampshire
New Hampshire
$430K
BA
1406
Bridgewater Advisors
New York
$430K
LDB
1407
Lee, Danner & Bass
Tennessee
$429K
BFA
1408
Bill Few Associates
Pennsylvania
$428K
PFG
1409
Prosperity Financial Group
California
$428K
AAS
1410
AdviceOne Advisory Services
Connecticut
$427K
FC
1411
Fusion Capital
South Carolina
$427K
SW
1412
SteelPeak Wealth
California
$426K
MWA
1413
Midland Wealth Advisors
Illinois
$425K
MGAM
1414
McGowan Group Asset Management
Texas
$425K
FBB
1415
Fulton Breakefield Broenniman
Maryland
$424K
WFAG
1416
Worth Financial Advisory Group
North Carolina
$423K
RLWM
1417
RF&L Wealth Management
Massachusetts
$423K
SWM
1418
Shrier Wealth Management
California
$423K
LT
1419
Legacy Trust
Michigan
$422K
NRI
1420
NFP Retirement Inc
California
$422K
CF
1421
Claris Financial
Virginia
$421K
SIC
1422
Sigma Investment Counselors
Michigan
$420K
FFM
1423
Forum Financial Management
Illinois
$420K
RCM
1424
RB Capital Management
Nevada
$420K
V
1425
VeraBank
Texas
$419K