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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
IAA
1676
Ironsides Asset Advisors
North Carolina
$284K
EW
1677
Expressive Wealth
Illinois
$284K
GPW
1678
Genesis Private Wealth
Virginia
$284K
WF
1679
WealthPoint Financial
North Carolina
$283K
NRS
1680
Neville Rodie & Shaw
New York
$283K
SL
1681
Salomon & Ludwin
Virginia
$283K
LGW
1682
Leslie Global Wealth
Illinois
$282K
IA
1683
Intellus Advisors
Florida
$281K
SCP
1684
Sivia Capital Partners
California
$281K
LAM
1685
LOM Asset Management
$280K
PTP
1686
Platform Technology Partners
New York
$280K
BWM
1687
Biltmore Wealth Management
Arizona
$279K
WI
1688
Wedgewood Investors
Pennsylvania
$279K
PCA
1689
Private Capital Advisors
Connecticut
$279K
CRI
1690
Colonial River Investments
Virginia
$278K
ZF
1691
Zhang Financial
Michigan
$278K
WIM
1692
Warwick Investment Management
Texas
$278K
SN
1693
Sittner & Nelson
Oregon
$278K
LSIA
1694
LaSalle St. Investment Advisors
Illinois
$277K
NSG
1695
Nalls Sherbakoff Group
Tennessee
$276K
AGC
1696
Aspen Grove Capital
Colorado
$276K
OL
1697
OneFund LLC
Florida
$275K
EWS
1698
Eagle Wealth Strategies
New Jersey
$275K
CIA
1699
Choate Investment Advisors
Massachusetts
$275K
PFS
1700
Prospect Financial Services
New York
$274K