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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
THCM
1926
Taylor Hoffman Capital Management
Virginia
$206K +$15.2K +166 +8%
TW
1927
Traveka Wealth
California
$206K -$19.1K -209 -8%
PMSA
1928
Patrick M. Sweeney & Associates
Illinois
$206K +$6.39K +70 +3%
OFA
1929
Oak Family Advisors
Illinois
$206K
VCM
1930
Vines Capital Management
Louisiana
$206K +$215K +2,359 New
WBWA
1931
William B. Walkup & Associates
South Carolina
$206K
HAS
1932
Holland Advisory Services
Florida
$205K +$16.9K +185 +9%
WA
1933
Wealth Architects
California
$205K
GWMT
1934
Guardian Wealth Management (Tennessee)
Tennessee
$205K +$214K +2,346 New
ACGA
1935
Atlanta Consulting Group Advisors
Georgia
$204K +$8.67K +95 +4%
HBT
1936
Heartland Bank & Trust
Illinois
$204K
SWM
1937
Steinberganna Wealth Management
New York
$203K +$1.74K +19 +0.8%
CSA
1938
Cottage Street Advisors
Massachusetts
$203K
SCG
1939
Sonata Capital Group
Washington
$203K
RHIG
1940
R.H. Investment Group
Arizona
$202K
MF
1941
Magnetar Financial
Illinois
$201K -$732K -8,018 -78%
DCM
1942
DGS Capital Management
New Jersey
$201K +$211K +2,309 New
PL
1943
Parthenon LLC
Kentucky
$201K
RWP
1944
Revolve Wealth Partners
New Jersey
$201K -$21.4K -234 -9%
TF
1945
Tudor Financial
Ohio
$201K
AFA
1946
AllGen Financial Advisors
Florida
$201K
SFPG
1947
Stonebridge Financial Planning Group
Florida
$201K +$3.65K +40 +2%
LB
1948
Legacy Bridge
Iowa
$201K +$18.7K +205 +10%
ACM
1949
Alamar Capital Management
California
$200K
CWM
1950
Copia Wealth Management
Oregon
$200K