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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
FPH
1701
Financial Planning Hawaii
Hawaii
$269K
ZIG
1702
Zullo Investment Group
Pennsylvania
$269K
SPA
1703
Sound Portfolio Advisors
Connecticut
$268K
CPA
1704
Capital Planning Advisors
California
$268K
KA
1705
KLCM Advisors
Wisconsin
$268K
DWAM
1706
Duncan Williams Asset Management
Tennessee
$268K
TWAI
1707
Tulsa Wealth Advisors, INC
Oklahoma
$268K
KWM
1708
Kaydan Wealth Management
Michigan
$266K
LBC
1709
Leigh Baldwin & Co
New York
$266K
WC
1710
Whitney & Co
New York
$266K
BFA
1711
Brown Financial Advisory
Alabama
$265K
VWM
1712
Vermillion Wealth Management
Minnesota
$265K
SFB
1713
STAR Financial Bank
Indiana
$265K
GIA
1714
Gateway Investment Advisers
Ohio
$265K
RPC
1715
Rossmore Private Capital
Connecticut
$264K
FA
1716
FSA Advisors
Michigan
$264K
CC
1717
Cultivar Capital
Texas
$262K
IAMOG
1718
Investors Asset Management of Georgia
Georgia
$262K
RW
1719
Ridgeline Wealth
Arizona
$262K
KF
1720
KKM Financial
Illinois
$262K
5NPW
1721
55 North Private Wealth
Florida
$262K
ACA
1722
Anchor Capital Advisors
Massachusetts
$262K
AMAL
1723
Asset Management Advisors LLC
Oklahoma
$262K
B
1724
Bellecapital
Switzerland
$262K
FNBTCON
1725
First National Bank & Trust Co of Newtown
Pennsylvania
$261K