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Southern Company

2,257 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 864 increasing their positions, 803 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%72.39% (+0.87%)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.02B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,257
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
HA
1476
Huntleigh Advisors
Missouri
$392K
CAS
1477
Coppell Advisory Solutions
Texas
$391K
FA
1478
Fortis Advisors
Pennsylvania
$390K
AL
1479
Aspiriant LLC
California
$390K
IHL
1480
Investment House LLC
California
$389K
IA
1481
Inspire Advisors
Idaho
$389K
HWMO
1482
Heritage Wealth Management (Ohio)
Ohio
$389K
FWM
1483
Fonville Wealth Management
Virginia
$388K
FCM
1484
Firestone Capital Management
Florida
$388K
SA
1485
Sovran Advisors
California
$388K
WIC
1486
Willis Investment Counsel
Georgia
$388K
KFP
1487
KMG Fiduciary Partners
Ohio
$388K
CAG
1488
Crestwood Advisors Group
Massachusetts
$387K
FBFS
1489
First Business Financial Services
Wisconsin
$387K
ST
1490
Spinnaker Trust
Maine
$386K
CBT
1491
Crews Bank & Trust
Florida
$386K
TWA
1492
TCI Wealth Advisors
Arizona
$385K
QC
1493
Quent Capital
New York
$384K
QLSGSCF
1494
Quent Long Short Global Small Cap Fund
New York
$384K
PPWP
1495
Premier Path Wealth Partners
New Jersey
$384K
SWA
1496
Sax Wealth Advisors
New Jersey
$384K
RZH
1497
Relyea Zuckerberg Hanson
Connecticut
$383K
HCM
1498
Hall Capital Management
Rhode Island
$382K
AA
1499
Auxano Advisors
Washington
$381K
KCFA
1500
Key Client Fiduciary Advisors
New Jersey
$381K