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Southern Company

2,239 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 860 increasing their positions, 804 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%72.38% (+0.87%)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.03B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,239
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
FGWP
1876
Founders Grove Wealth Partners
Virginia
$217K
JMFC
1877
J.M. Forbes & Co
Massachusetts
$217K
MS
1878
Monetary Solutions
Ohio
$217K
KNFPWM
1879
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$216K
AP
1880
Advisortrust Partners
North Carolina
$216K
SP
1881
Stonebrook Private
Michigan
$216K
ITIM
1882
Indiana Trust & Investment Management
Indiana
$216K
MUMSS
1883
Mitsubishi UFJ Morgan Stanley Securities
Japan
$215K
WTFG
1884
Wood Tarver Financial Group
Idaho
$215K
FA
1885
FDx Advisors
Illinois
$215K
ABWM
1886
Alpine Bank Wealth Management
Colorado
$215K
AIM
1887
Athena Investment Management
California
$214K
IWP
1888
Innova Wealth Partners
Pennsylvania
$214K
FP
1889
Fiduciary Planning
Florida
$214K
AI
1890
Accredited Investors
Minnesota
$213K
HIG
1891
Heritage Investment Group
Florida
$213K
DIP
1892
DT Investment Partners
Pennsylvania
$213K
OC
1893
Opinicus Capital
Florida
$212K
CFP
1894
Curran Financial Partners
South Carolina
$212K
WJWM
1895
Williams Jones Wealth Management
New York
$211K
BLFG
1896
Brian Low Financial Group
Louisiana
$211K
LOIP
1897
Live Oak Investment Partners
Texas
$211K
SFS
1898
Searcy Financial Services
Kansas
$211K
TVAMP
1899
Tennessee Valley Asset Management Partners
Tennessee
$210K
SCM
1900
Saxony Capital Management
Missouri
$210K