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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
AT
1601
Arlington Trust
Alabama
$316K
SWAG
1602
Spectrum Wealth Advisory Group
California
$315K
PWAM
1603
Private Wealth Asset Management
Iowa
$315K
IA
1604
IFC Advisors
California
$313K
CGL
1605
Clarius Group LLC
Washington
$312K
GSWA
1606
Good Steward Wealth Advisors
Tennessee
$312K
TCA
1607
Transcend Capital Advisors
New Jersey
$311K
SS
1608
Sunbelt Securities
Texas
$310K
MWM
1609
Maridea Wealth Management
New York
$309K
FCA
1610
FLC Capital Advisors
California
$309K
PCG
1611
PFC Capital Group
California
$309K
YIA
1612
YHB Investment Advisors
Connecticut
$308K
WEG
1613
World Equity Group
Illinois
$308K
SAM
1614
Satovsky Asset Management
New York
$308K
AWM
1615
Avior Wealth Management
Nebraska
$308K
MS
1616
Madden Securities
Texas
$307K
FFB
1617
First Financial Bankshares
Texas
$306K
BIG
1618
Brookwood Investment Group
Arizona
$305K
SLT
1619
St Louis Trust
Missouri
$305K
IWM
1620
Integris Wealth Management
California
$304K
WF
1621
Wayfinding Financial
Washington
$304K
BAM
1622
Belleair Asset Management
Florida
$303K
PWM
1623
Power Wealth Management
Georgia
$303K
CH
1624
Cromwell Holdings
Wyoming
$302K
SSA
1625
Schonfeld Strategic Advisors
New York
$301K