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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
PMSA
1926
Patrick M. Sweeney & Associates
Illinois
$206K
OFA
1927
Oak Family Advisors
Illinois
$206K
VCM
1928
Vines Capital Management
Louisiana
$206K
WBWA
1929
William B. Walkup & Associates
South Carolina
$206K
HAS
1930
Holland Advisory Services
Florida
$205K
WA
1931
Wealth Architects
California
$205K
GWMT
1932
Guardian Wealth Management (Tennessee)
Tennessee
$205K
ACGA
1933
Atlanta Consulting Group Advisors
Georgia
$204K
HBT
1934
Heartland Bank & Trust
Illinois
$204K
SWM
1935
Steinberganna Wealth Management
New York
$203K
CSA
1936
Cottage Street Advisors
Massachusetts
$203K
SCG
1937
Sonata Capital Group
Washington
$203K
RHIG
1938
R.H. Investment Group
Arizona
$202K
MF
1939
Magnetar Financial
Illinois
$201K
DCM
1940
DGS Capital Management
New Jersey
$201K
PL
1941
Parthenon LLC
Kentucky
$201K
RWP
1942
Revolve Wealth Partners
New Jersey
$201K
TF
1943
Tudor Financial
Ohio
$201K
AFA
1944
AllGen Financial Advisors
Florida
$201K
SFPG
1945
Stonebridge Financial Planning Group
Florida
$201K
LB
1946
Legacy Bridge
Iowa
$201K
ACM
1947
Alamar Capital Management
California
$200K
CWM
1948
Copia Wealth Management
Oregon
$200K
T
1949
TrustBank
Illinois
$200K
JGIA
1950
Jackson Grant Investment Advisers
Connecticut
$199K