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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
FA
1876
FDx Advisors
Illinois
$215K
ABWM
1877
Alpine Bank Wealth Management
Colorado
$215K
AIM
1878
Athena Investment Management
California
$214K
IWP
1879
Innova Wealth Partners
Pennsylvania
$214K
FP
1880
Fiduciary Planning
Florida
$214K
AI
1881
Accredited Investors
Minnesota
$213K
HIG
1882
Heritage Investment Group
Florida
$213K
DIP
1883
DT Investment Partners
Pennsylvania
$213K
OC
1884
Opinicus Capital
Florida
$212K
CFP
1885
Curran Financial Partners
South Carolina
$212K
WJWM
1886
Williams Jones Wealth Management
New York
$211K
BLFG
1887
Brian Low Financial Group
Louisiana
$211K
LOIP
1888
Live Oak Investment Partners
Texas
$211K
SFS
1889
Searcy Financial Services
Kansas
$211K
TVAMP
1890
Tennessee Valley Asset Management Partners
Tennessee
$210K
SCM
1891
Saxony Capital Management
Missouri
$210K
PIWA
1892
Prevail Innovative Wealth Advisors
Kansas
$210K
FFP
1893
Forbes Financial Planning
Rhode Island
$210K
MCM
1894
Manchester Capital Management
Vermont
$209K
WSWA
1895
Warren Street Wealth Advisors
California
$209K
WWC
1896
Waypoint Wealth Counsel
Georgia
$209K
EIM
1897
Essex Investment Management
Massachusetts
$208K
GSB
1898
Greenfield Savings Bank
Massachusetts
$208K
PIFP
1899
Partners in Financial Planning
Virginia
$208K
CFO
1900
CVA Family Office
Colorado
$208K