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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
BIG
1626
Brookwood Investment Group
Arizona
$305K
SLT
1627
St Louis Trust
Missouri
$305K
IWM
1628
Integris Wealth Management
California
$304K
WF
1629
Wayfinding Financial
Washington
$304K
BAM
1630
Belleair Asset Management
Florida
$303K
PWM
1631
Power Wealth Management
Georgia
$303K
CH
1632
Cromwell Holdings
Wyoming
$302K
SSA
1633
Schonfeld Strategic Advisors
New York
$301K
CWMS
1634
Cannon Wealth Management Services
North Carolina
$301K
RCA
1635
Resonant Capital Advisors
Wisconsin
$301K
MFC
1636
Morris Financial Concepts
South Carolina
$300K
WCM
1637
WealthBridge Capital Management
Ohio
$300K
CMA
1638
Cedar Mountain Advisors
Oregon
$300K
Financial Engines Advisors
1639
Financial Engines Advisors
California
$297K
BMO
1640
Beck Mack & Oliver
New York
$296K
FH
1641
Financial Harvest
Florida
$295K
DIM
1642
DLK Investment Management
California
$294K
FWCM
1643
Ferguson Wellman Capital Management
Oregon
$294K
SAW
1644
Signal Advisors Wealth
Michigan
$294K
AP
1645
Appleton Partners
Massachusetts
$294K
CW
1646
Code Waechter
Florida
$292K
SCA
1647
Stonebridge Capital Advisors
Minnesota
$292K
FAG
1648
Fortitude Advisory Group
Washington
$292K
SIM
1649
Sentry Investment Management
Wisconsin
$292K
OAM
1650
Oppenheimer Asset Management
New York
$292K