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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
HIG
1901
Heritage Investment Group
Florida
$213K
DIP
1902
DT Investment Partners
Pennsylvania
$213K
OC
1903
Opinicus Capital
Florida
$212K
CFP
1904
Curran Financial Partners
South Carolina
$212K
WJWM
1905
Williams Jones Wealth Management
New York
$211K
BLFG
1906
Brian Low Financial Group
Louisiana
$211K
LOIP
1907
Live Oak Investment Partners
Texas
$211K
SFS
1908
Searcy Financial Services
Kansas
$211K
TVAMP
1909
Tennessee Valley Asset Management Partners
Tennessee
$210K
SCM
1910
Saxony Capital Management
Missouri
$210K
PWS
1911
Pursuit Wealth Strategies
North Carolina
$210K
PIWA
1912
Prevail Innovative Wealth Advisors
Kansas
$210K
FFP
1913
Forbes Financial Planning
Rhode Island
$210K
MCM
1914
Manchester Capital Management
Vermont
$209K
WSWA
1915
Warren Street Wealth Advisors
California
$209K
WWC
1916
Waypoint Wealth Counsel
Georgia
$209K
EIM
1917
Essex Investment Management
Massachusetts
$208K
GSB
1918
Greenfield Savings Bank
Massachusetts
$208K
PIFP
1919
Partners in Financial Planning
Virginia
$208K
CFO
1920
CVA Family Office
Colorado
$208K
AI
1921
Axecap Investments
Ohio
$207K
MLFP
1922
MPS Loria Financial Planners
Illinois
$207K
BOS
1923
Bank of Stockton
California
$207K
THCM
1924
Taylor Hoffman Capital Management
Virginia
$206K
TW
1925
Traveka Wealth
California
$206K