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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
WWM
1876
Whalen Wealth Management
Nevada
$220K
ESC
1877
Eurizon SLJ Capital
$220K
TWM
1878
Triton Wealth Management
Arizona
$220K
AWM
1879
Accel Wealth Management
Iowa
$220K
CA
1880
Continuum Advisory
Idaho
$220K
SPI
1881
Santori & Peters Inc
Pennsylvania
$219K
EC
1882
Enhancing Capital
Pennsylvania
$218K
Fayez Sarofim & Co
1883
Fayez Sarofim & Co
Texas
$218K
GWCM
1884
Godshalk Welsh Capital Management
Pennsylvania
$218K
CPG
1885
Cornerstone Planning Group
New Jersey
$217K
FGWP
1886
Founders Grove Wealth Partners
Virginia
$217K
JMFC
1887
J.M. Forbes & Co
Massachusetts
$217K
MS
1888
Monetary Solutions
Ohio
$217K
KNFPWM
1889
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$216K
AP
1890
Advisortrust Partners
North Carolina
$216K
SP
1891
Stonebrook Private
Michigan
$216K
ITIM
1892
Indiana Trust & Investment Management
Indiana
$216K
MUMSS
1893
Mitsubishi UFJ Morgan Stanley Securities
Japan
$215K
WTFG
1894
Wood Tarver Financial Group
Idaho
$215K
FA
1895
FDx Advisors
Illinois
$215K
ABWM
1896
Alpine Bank Wealth Management
Colorado
$215K
AIM
1897
Athena Investment Management
California
$214K
IWP
1898
Innova Wealth Partners
Pennsylvania
$214K
FP
1899
Fiduciary Planning
Florida
$214K
AI
1900
Accredited Investors
Minnesota
$213K