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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
PFWA
1651
Paces Ferry Wealth Advisors
Georgia
$289K
Kovitz Investment Group Partners
1652
Kovitz Investment Group Partners
Illinois
$288K
AOWM
1653
Alpha Omega Wealth Management
Virginia
$288K
ANTB
1654
AMG National Trust Bank
Colorado
$288K
MNBTD
1655
Moody National Bank Trust Division
Texas
$288K
WIM
1656
Westside Investment Management
California
$287K
CH
1657
CDKV Holdings
Colorado
$287K
FIG
1658
FSA Investment Group
Florida
$287K
RYA
1659
Richard Young Associates
Georgia
$287K
SWP
1660
Summit Wealth Partners
Florida
$287K
TCWM
1661
Total Clarity Wealth Management
Illinois
$286K
MWM
1662
MBE Wealth Management
Wisconsin
$286K
PPH
1663
Pure Portfolios Holdings
Oregon
$286K
MAFA
1664
MJT & Associates Financial Advisory
Minnesota
$285K
GWM
1665
Gibbs Wealth Management
Georgia
$285K
SW
1666
SkyOak Wealth
Michigan
$285K
IAA
1667
Ironsides Asset Advisors
North Carolina
$284K
EW
1668
Expressive Wealth
Illinois
$284K
GPW
1669
Genesis Private Wealth
Virginia
$284K
WF
1670
WealthPoint Financial
North Carolina
$283K
NRS
1671
Neville Rodie & Shaw
New York
$283K
SL
1672
Salomon & Ludwin
Virginia
$283K
LGW
1673
Leslie Global Wealth
Illinois
$282K
IA
1674
Intellus Advisors
Florida
$281K
SCP
1675
Sivia Capital Partners
California
$281K