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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
CCMG
1601
Connecticut Capital Management Group
Connecticut
$319K
MWM
1602
Magnolia Wealth Management
Alabama
$319K
HIW
1603
Holos Integrated Wealth
Pennsylvania
$318K
SWM
1604
Stronghold Wealth Management
Florida
$318K
KWMG
1605
King Wealth Management Group
Florida
$318K
MCWA
1606
Meadow Creek Wealth Advisors
Georgia
$317K
GAM
1607
Grandview Asset Management
Pennsylvania
$317K
KAM
1608
KEB Asset Management
Illinois
$317K
AT
1609
Arlington Trust
Alabama
$316K
SWAG
1610
Spectrum Wealth Advisory Group
California
$315K
PWAM
1611
Private Wealth Asset Management
Iowa
$315K
IA
1612
IFC Advisors
California
$313K
CGL
1613
Clarius Group LLC
Washington
$312K
GSWA
1614
Good Steward Wealth Advisors
Tennessee
$312K
TCA
1615
Transcend Capital Advisors
New Jersey
$311K
SS
1616
Sunbelt Securities
Texas
$310K
MWM
1617
Maridea Wealth Management
New York
$309K
FCA
1618
FLC Capital Advisors
California
$309K
PCG
1619
PFC Capital Group
California
$309K
YIA
1620
YHB Investment Advisors
Connecticut
$308K
WEG
1621
World Equity Group
Illinois
$308K
SAM
1622
Satovsky Asset Management
New York
$308K
AWM
1623
Avior Wealth Management
Nebraska
$308K
MS
1624
Madden Securities
Texas
$307K
FFB
1625
First Financial Bankshares
Texas
$306K