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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
AI
1901
Axecap Investments
Ohio
$207K
MLFP
1902
MPS Loria Financial Planners
Illinois
$207K
BOS
1903
Bank of Stockton
California
$207K
THCM
1904
Taylor Hoffman Capital Management
Virginia
$206K
TW
1905
Traveka Wealth
California
$206K
PMSA
1906
Patrick M. Sweeney & Associates
Illinois
$206K
OFA
1907
Oak Family Advisors
Illinois
$206K
VCM
1908
Vines Capital Management
Louisiana
$206K
WBWA
1909
William B. Walkup & Associates
South Carolina
$206K
HAS
1910
Holland Advisory Services
Florida
$205K
WA
1911
Wealth Architects
California
$205K
GWMT
1912
Guardian Wealth Management (Tennessee)
Tennessee
$205K
ACGA
1913
Atlanta Consulting Group Advisors
Georgia
$204K
HBT
1914
Heartland Bank & Trust
Illinois
$204K
SWM
1915
Steinberganna Wealth Management
New York
$203K
SCG
1916
Sonata Capital Group
Washington
$203K
CSA
1917
Cottage Street Advisors
Massachusetts
$203K
RHIG
1918
R.H. Investment Group
Arizona
$202K
MF
1919
Magnetar Financial
Illinois
$201K
DCM
1920
DGS Capital Management
New Jersey
$201K
PL
1921
Parthenon LLC
Kentucky
$201K
RWP
1922
Revolve Wealth Partners
New Jersey
$201K
TF
1923
Tudor Financial
Ohio
$201K
AFA
1924
AllGen Financial Advisors
Florida
$201K
SFPG
1925
Stonebridge Financial Planning Group
Florida
$201K