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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
PPWM
1826
PFG Private Wealth Management
Florida
$234K
LEA
1827
Legacy Edge Advisors
New York
$234K
PWC
1828
PYA Waltman Capital
Tennessee
$233K
WA
1829
Waterford Advisors
New York
$233K
NCM
1830
Noesis Capital Mangement
Florida
$233K
KCM
1831
Kathmere Capital Management
Pennsylvania
$233K
ALC
1832
Alexander Labrunerie & Co
Missouri
$233K
OP
1833
ORG Partners
Indiana
$233K
KWM
1834
KW Wealth Management
California
$232K
UIM
1835
Unified Investment Management
Georgia
$232K
First Manhattan
1836
First Manhattan
New York
$232K
CGPCS
1837
Capital Group Private Client Services
California
$232K
RMDI
1838
R.M. Davis Inc
Maine
$232K
ZAM
1839
Zevin Asset Management
Massachusetts
$231K
VDC
1840
Van Diest Capital
Iowa
$231K
FFS
1841
Founders Financial Securities
Maryland
$231K
GFP
1842
Gryphon Financial Partners
Ohio
$231K
MWP
1843
Meriwether Wealth & Planning
Louisiana
$230K
XWL
1844
XXI Wealth LLC
Illinois
$230K
TIM
1845
Tevis Investment Management
Texas
$230K
ACM
1846
Advance Capital Management
Michigan
$230K
VMMC
1847
V.M. Manning & Co
South Carolina
$230K
PCA
1848
Prosperity Capital Advisors
Ohio
$229K
NRW
1849
Nova R Wealth
Kansas
$229K
FFC
1850
Frederick Financial Consultants
Maryland
$228K