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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
WP
1526
Wealthspan Partners
Iowa
$359K
JC
1527
JB Capital
Connecticut
$358K
VCP
1528
Verus Capital Partners
Arizona
$358K
BOPW
1529
Brandywine Oak Private Wealth
Pennsylvania
$356K
AFA
1530
American Financial Advisors
Georgia
$356K
KLCM
1531
KG&L Capital Management
Louisiana
$356K
O3W
1532
Omni 360 Wealth
New Jersey
$356K
WCFA
1533
Walkner Condon Financial Advisors
Wisconsin
$356K
DOA
1534
D'Orazio & Associates
Virginia
$355K
WJA
1535
Willis Johnson & Associates
Texas
$354K
HDIM
1536
Hanson & Doremus Investment Management
Vermont
$354K
AIM
1537
Acropolis Investment Management
Missouri
$354K
MCM
1538
Monument Capital Management
Virginia
$350K
BPW
1539
BlueDoor Private Wealth
Massachusetts
$350K
CAM
1540
Campion Asset Management
Virginia
$350K
QWP
1541
Quotient Wealth Partners
Texas
$350K
CWM
1542
Cabot Wealth Management
Massachusetts
$349K
ETS
1543
ESL Trust Services
New York
$349K
EWM
1544
Elmwood Wealth Management
California
$349K
AW
1545
Alchemi Wealth
Connecticut
$348K
GFM
1546
GF Fund Management
China
$345K
LCM
1547
LCM Capital Management
Illinois
$345K
TC
1548
Trilogy Capital
California
$343K
MJRIC
1549
Mogy Joel R Investment Counsel
California
$343K
TCOTS
1550
Trust Company of the South
North Carolina
$343K