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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
FIG
1651
FSA Investment Group
Florida
$287K
RYA
1652
Richard Young Associates
Georgia
$287K
SWP
1653
Summit Wealth Partners
Florida
$287K
TCWM
1654
Total Clarity Wealth Management
Illinois
$286K
MWM
1655
MBE Wealth Management
Wisconsin
$286K
PPH
1656
Pure Portfolios Holdings
Oregon
$286K
MAFA
1657
MJT & Associates Financial Advisory
Minnesota
$285K
GWM
1658
Gibbs Wealth Management
Georgia
$285K
SW
1659
SkyOak Wealth
Michigan
$285K
IAA
1660
Ironsides Asset Advisors
North Carolina
$284K
EW
1661
Expressive Wealth
Illinois
$284K
GPW
1662
Genesis Private Wealth
Virginia
$284K
WF
1663
WealthPoint Financial
North Carolina
$283K
NRS
1664
Neville Rodie & Shaw
New York
$283K
SL
1665
Salomon & Ludwin
Virginia
$283K
LGW
1666
Leslie Global Wealth
Illinois
$282K
IA
1667
Intellus Advisors
Florida
$281K
SCP
1668
Sivia Capital Partners
California
$281K
LAM
1669
LOM Asset Management
$280K
PTP
1670
Platform Technology Partners
New York
$280K
BWM
1671
Biltmore Wealth Management
Arizona
$279K
WI
1672
Wedgewood Investors
Pennsylvania
$279K
PCA
1673
Private Capital Advisors
Connecticut
$279K
CRI
1674
Colonial River Investments
Virginia
$278K
ZF
1675
Zhang Financial
Michigan
$278K