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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
4A
1526
4Wealth Advisors
Illinois
$366K
LWM
1527
Level Wealth Management
North Carolina
$364K
UF
1528
Univest Financial
Pennsylvania
$363K
KFS
1529
Keynote Financial Services
Connecticut
$361K
UWP
1530
Uniting Wealth Partners
Kansas
$360K
BCM
1531
Banyan Capital Management
Georgia
$360K
WP
1532
Wealthspan Partners
Iowa
$359K
JC
1533
JB Capital
Connecticut
$358K
VCP
1534
Verus Capital Partners
Arizona
$358K
BOPW
1535
Brandywine Oak Private Wealth
Pennsylvania
$356K
AFA
1536
American Financial Advisors
Georgia
$356K
KLCM
1537
KG&L Capital Management
Louisiana
$356K
O3W
1538
Omni 360 Wealth
New Jersey
$356K
WCFA
1539
Walkner Condon Financial Advisors
Wisconsin
$356K
ASBI
1540
American State Bank (Iowa)
Iowa
$356K
DOA
1541
D'Orazio & Associates
Virginia
$355K
WJA
1542
Willis Johnson & Associates
Texas
$354K
HDIM
1543
Hanson & Doremus Investment Management
Vermont
$354K
AIM
1544
Acropolis Investment Management
Missouri
$354K
MCM
1545
Monument Capital Management
Virginia
$350K
BPW
1546
BlueDoor Private Wealth
Massachusetts
$350K
CAM
1547
Campion Asset Management
Virginia
$350K
QWP
1548
Quotient Wealth Partners
Texas
$350K
CWM
1549
Cabot Wealth Management
Massachusetts
$349K
ETS
1550
ESL Trust Services
New York
$349K