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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
HWMO
1476
Heritage Wealth Management (Ohio)
Ohio
$389K
FWM
1477
Fonville Wealth Management
Virginia
$388K
FCM
1478
Firestone Capital Management
Florida
$388K
SA
1479
Sovran Advisors
California
$388K
WIC
1480
Willis Investment Counsel
Georgia
$388K
KFP
1481
KMG Fiduciary Partners
Ohio
$388K
CAG
1482
Crestwood Advisors Group
Massachusetts
$387K
FBFS
1483
First Business Financial Services
Wisconsin
$387K
ST
1484
Spinnaker Trust
Maine
$386K
CBT
1485
Crews Bank & Trust
Florida
$386K
TWA
1486
TCI Wealth Advisors
Arizona
$385K
QC
1487
Quent Capital
New York
$384K
QLSGSCF
1488
Quent Long Short Global Small Cap Fund
New York
$384K
PPWP
1489
Premier Path Wealth Partners
New Jersey
$384K
SWA
1490
Sax Wealth Advisors
New Jersey
$384K
RZH
1491
Relyea Zuckerberg Hanson
Connecticut
$383K
HCM
1492
Hall Capital Management
Rhode Island
$382K
AA
1493
Auxano Advisors
Washington
$381K
KCFA
1494
Key Client Fiduciary Advisors
New Jersey
$381K
FAM
1495
Flaharty Asset Management
Florida
$379K
CCG
1496
Cypress Capital Group
Florida
$379K
CAAS
1497
Capital Asset Advisory Services
Michigan
$378K
MPWS
1498
McCarter Private Wealth Services
Massachusetts
$378K
GM
1499
GeoWealth Management
Illinois
$378K
LFA
1500
Longview Financial Advisors
Alabama
$377K