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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
O3W
1526
Omni 360 Wealth
New Jersey
$356K
WCFA
1527
Walkner Condon Financial Advisors
Wisconsin
$356K
DOA
1528
D'Orazio & Associates
Virginia
$355K
WJA
1529
Willis Johnson & Associates
Texas
$354K
HDIM
1530
Hanson & Doremus Investment Management
Vermont
$354K
AIM
1531
Acropolis Investment Management
Missouri
$354K
MCM
1532
Monument Capital Management
Virginia
$350K
BPW
1533
BlueDoor Private Wealth
Massachusetts
$350K
CAM
1534
Campion Asset Management
Virginia
$350K
QWP
1535
Quotient Wealth Partners
Texas
$350K
CWM
1536
Cabot Wealth Management
Massachusetts
$349K
ETS
1537
ESL Trust Services
New York
$349K
EWM
1538
Elmwood Wealth Management
California
$349K
AW
1539
Alchemi Wealth
Connecticut
$348K
GFM
1540
GF Fund Management
China
$345K
LCM
1541
LCM Capital Management
Illinois
$345K
TC
1542
Trilogy Capital
California
$343K
MJRIC
1543
Mogy Joel R Investment Counsel
California
$343K
TCOTS
1544
Trust Company of the South
North Carolina
$343K
IAS
1545
Insigneo Advisory Services
Florida
$343K
PL
1546
Plancorp LLC
Missouri
$343K
LOPW
1547
Live Oak Private Wealth
North Carolina
$343K
TPBG
1548
Turning Point Benefit Group
Maryland
$342K
RBWA
1549
RFG - Bristol Wealth Advisors
Massachusetts
$342K
NAMNJ
1550
NorthStar Asset Management (New Jersey)
New Jersey
$340K