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Southern Company

2,226 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 220 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 ownership

Funds ownership:

1% more funds holding

Funds holding: 2,2082,226 (+18)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.04B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,226
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
SS
1601
Sunbelt Securities
Texas
$310K
MWM
1602
Maridea Wealth Management
New York
$309K
FCA
1603
FLC Capital Advisors
California
$309K
PCG
1604
PFC Capital Group
California
$309K
YIA
1605
YHB Investment Advisors
Connecticut
$308K
WEG
1606
World Equity Group
Illinois
$308K
SAM
1607
Satovsky Asset Management
New York
$308K
AWM
1608
Avior Wealth Management
Nebraska
$308K
MS
1609
Madden Securities
Texas
$307K
FFB
1610
First Financial Bankshares
Texas
$306K
BIG
1611
Brookwood Investment Group
Arizona
$305K
SLT
1612
St Louis Trust
Missouri
$305K
IWM
1613
Integris Wealth Management
California
$304K
WF
1614
Wayfinding Financial
Washington
$304K
BAM
1615
Belleair Asset Management
Florida
$303K
PWM
1616
Power Wealth Management
Georgia
$303K
CH
1617
Cromwell Holdings
Wyoming
$302K
SSA
1618
Schonfeld Strategic Advisors
New York
$301K
CWMS
1619
Cannon Wealth Management Services
North Carolina
$301K
RCA
1620
Resonant Capital Advisors
Wisconsin
$301K
MFC
1621
Morris Financial Concepts
South Carolina
$300K
WCM
1622
WealthBridge Capital Management
Ohio
$300K
CMA
1623
Cedar Mountain Advisors
Oregon
$300K
Financial Engines Advisors
1624
Financial Engines Advisors
California
$297K
BMO
1625
Beck Mack & Oliver
New York
$296K