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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
LAM
1851
Lewis Asset Management
California
$222K
APG
1852
Abacus Planning Group
South Carolina
$222K
CFCI
1853
Comprehensive Financial Consultants Institutional
Indiana
$221K
LSA
1854
Leonteq Securities AG
Switzerland
$221K
BPWM
1855
Badgley Phelps Wealth Managers
Washington
$221K
EFG
1856
Everhart Financial Group
Ohio
$221K
WWM
1857
Whalen Wealth Management
Nevada
$220K
ESC
1858
Eurizon SLJ Capital
$220K
TWM
1859
Triton Wealth Management
Arizona
$220K
AWM
1860
Accel Wealth Management
Iowa
$220K
CA
1861
Continuum Advisory
Idaho
$220K
SPI
1862
Santori & Peters Inc
Pennsylvania
$219K
Fayez Sarofim & Co
1863
Fayez Sarofim & Co
Texas
$218K
GWCM
1864
Godshalk Welsh Capital Management
Pennsylvania
$218K
EC
1865
Enhancing Capital
Pennsylvania
$218K
CPG
1866
Cornerstone Planning Group
New Jersey
$217K
FGWP
1867
Founders Grove Wealth Partners
Virginia
$217K
JMFC
1868
J.M. Forbes & Co
Massachusetts
$217K
MSL
1869
Monetary Solutions, Ltd
Ohio
$217K
KNFPWM
1870
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$216K
APL
1871
ADVISORTRUST PARTNERS, LLC
North Carolina
$216K
SP
1872
Stonebrook Private
Michigan
$216K
ITIM
1873
Indiana Trust & Investment Management
Indiana
$216K
MUMSS
1874
Mitsubishi UFJ Morgan Stanley Securities
Japan
$215K
WTFG
1875
Wood Tarver Financial Group
Idaho
$215K