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Southern Company

2,261 hedge funds and large institutions have $69.6B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 864 increasing their positions, 803 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 241 | Existing positions closed: 147

22% more call options, than puts

Call options by funds: $1.97B | Put options by funds: $1.62B

2% more funds holding

Funds holding: 2,2142,261 (+47)

8% more repeat investments, than reductions

Existing positions increased: 864 | Existing positions reduced: 803

0.93% more ownership

Funds ownership: 71.51%72.44% (+0.93%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

7% less capital invested

Capital invested by funds: $74.6B → $69.6B (-$4.97B)

Holders
2,261
Holders Change
+47
Holders Change %
+2.12%
% of All Funds
27.51%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.19%
New
241
Increased
864
Reduced
803
Closed
147
Calls
$1.97B
Puts
$1.62B
Net Calls
+$352M
Net Calls Change
+$80.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
1901
Fiduciary Planning
Florida
$214K
AI
1902
Accredited Investors
Minnesota
$213K +$11K +120 +5%
HIG
1903
Heritage Investment Group
Florida
$213K +$223K +2,444 New
DIP
1904
DT Investment Partners
Pennsylvania
$213K +$21.5K +236 +11%
OC
1905
Opinicus Capital
Florida
$212K +$1.92K +21 +0.9%
CFP
1906
Curran Financial Partners
South Carolina
$212K +$24.6K +269 +12%
WJWM
1907
Williams Jones Wealth Management
New York
$211K -$32.2K -353 -13%
BLFG
1908
Brian Low Financial Group
Louisiana
$211K +$91 +1 +0%
LOIP
1909
Live Oak Investment Partners
Texas
$211K
SFS
1910
Searcy Financial Services
Kansas
$211K -$34.6K -379 -14%
TVAMP
1911
Tennessee Valley Asset Management Partners
Tennessee
$210K -$154K -1,684 -41%
SCM
1912
Saxony Capital Management
Missouri
$210K -$11.7K -128 -5%
PWS
1913
Pursuit Wealth Strategies
North Carolina
$210K +$220K +2,408 New
PIWA
1914
Prevail Innovative Wealth Advisors
Kansas
$210K -$730 -8 -0.3%
FFP
1915
Forbes Financial Planning
Rhode Island
$210K
MCM
1916
Manchester Capital Management
Vermont
$209K +$24.8K +272 +13%
WSWA
1917
Warren Street Wealth Advisors
California
$209K +$23.9K +262 +12%
WWC
1918
Waypoint Wealth Counsel
Georgia
$209K -$4.57K -50 -2%
EIM
1919
Essex Investment Management
Massachusetts
$208K
GSB
1920
Greenfield Savings Bank
Massachusetts
$208K
PIFP
1921
Partners in Financial Planning
Virginia
$208K
CFO
1922
CVA Family Office
Colorado
$208K +$10.2K +112 +5%
AI
1923
Axecap Investments
Ohio
$207K +$1.74K +19 +0.8%
MLFP
1924
MPS Loria Financial Planners
Illinois
$207K
BOS
1925
Bank of Stockton
California
$207K