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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
PIWA
1901
Prevail Innovative Wealth Advisors
Kansas
$210K
FFP
1902
Forbes Financial Planning
Rhode Island
$210K
MCM
1903
Manchester Capital Management
Vermont
$209K
WSWA
1904
Warren Street Wealth Advisors
California
$209K
WWC
1905
Waypoint Wealth Counsel
Georgia
$209K
EIM
1906
Essex Investment Management
Massachusetts
$208K
GSB
1907
Greenfield Savings Bank
Massachusetts
$208K
PIFP
1908
Partners in Financial Planning
Virginia
$208K
CFO
1909
CVA Family Office
Colorado
$208K
AI
1910
Axecap Investments
Ohio
$207K
MLFP
1911
MPS Loria Financial Planners
Illinois
$207K
BOS
1912
Bank of Stockton
California
$207K
THCM
1913
Taylor Hoffman Capital Management
Virginia
$206K
TW
1914
Traveka Wealth
California
$206K
PMSA
1915
Patrick M. Sweeney & Associates
Illinois
$206K
OFA
1916
Oak Family Advisors
Illinois
$206K
VCM
1917
Vines Capital Management
Louisiana
$206K
WBWA
1918
William B. Walkup & Associates
South Carolina
$206K
HAS
1919
Holland Advisory Services
Florida
$205K
WA
1920
Wealth Architects
California
$205K
GWMT
1921
Guardian Wealth Management (Tennessee)
Tennessee
$205K
ACGA
1922
Atlanta Consulting Group Advisors
Georgia
$204K
HBT
1923
Heartland Bank & Trust
Illinois
$204K
SWM
1924
Steinberganna Wealth Management
New York
$203K
SCG
1925
Sonata Capital Group
Washington
$203K