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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
FWM
1776
Forefront Wealth Management
Pennsylvania
$251K
HPIA
1777
Hamilton Point Investment Advisors
North Carolina
$251K
SRC
1778
Shufro Rose & Co
New York
$251K
4WM
1779
44 Wealth Management
Oregon
$251K
SQA
1780
Simon Quick Advisors
New Jersey
$250K
KFGG
1781
Keystone Financial Group (Georgia)
Georgia
$250K
GWM
1782
Glass Wealth Management
Texas
$249K
NHT
1783
New Hampshire Trust
New Hampshire
$249K
PFBT
1784
Parkside Financial Bank & Trust
Missouri
$249K
EA
1785
Enclave Advisors
Texas
$248K
BB
1786
Berkshire Bank
Massachusetts
$248K
OAS
1787
Optivise Advisory Services
Tennessee
$248K
HCG
1788
Haven Capital Group
California
$246K
CC
1789
Corsicana & Co
Texas
$246K
SCA
1790
Strathmore Capital Advisors
North Carolina
$246K
ACM
1791
Ardent Capital Management
Ohio
$245K
OWA
1792
Octavia Wealth Advisors
Ohio
$245K
WAM
1793
Worth Asset Management
Texas
$245K
IAG
1794
Ipsen Advisor Group
Arkansas
$244K
MO
1795
McMillan Office
Michigan
$244K
GDP
1796
Great Diamond Partners
Maine
$244K
RFM
1797
Royal Fund Management
Florida
$244K
GL
1798
Gerber LLC
Ohio
$243K
PFT
1799
Providence First Trust
Arizona
$242K
EAM
1800
Evanson Asset Management
California
$242K