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Southern Company

2,226 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 856 increasing their positions, 801 reducing their positions, and 146 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

1% more funds holding

Funds holding: 2,2082,226 (+18)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.04B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,226
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
$1.96B
Puts
$1.61B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1951
Tripletail Wealth Management
Florida
$157K
Optiver Holding
1952
Optiver Holding
Netherlands
$154K
CB
1953
Community Bank
New York
$153K
CFD
1954
Creative Financial Designs
Indiana
$151K
SAM
1955
S.A. Mason
Michigan
$151K
SCM
1956
Silvant Capital Management
Georgia
$151K
RWM
1957
RMG Wealth Management
Wisconsin
$148K
FFO
1958
Fortitude Family Office
Arizona
$146K
MCM
1959
MV Capital Management
Maryland
$144K
TSMHT
1960
Thurston Springer Miller Herd & Titak
Indiana
$144K
CM
1961
Capula Management
Cayman Islands
$140K
DMBA
1962
Deseret Mutual Benefit Administrators
Utah
$136K
LAS
1963
Lloyd Advisory Services
Georgia
$135K
CFFP
1964
Center for Financial Planning
Michigan
$134K
DE
1965
DV Equities
Illinois
$134K
GWP
1966
Gen-Wealth Partners
Michigan
$132K
TLA
1967
Tanglewood Legacy Advisors
Texas
$131K
APW
1968
Acima Private Wealth
Virginia
$131K
RBI
1969
Raiffeisen Bank International
Austria
$130K
BC
1970
Barrett & Company
Rhode Island
$130K
JWA
1971
JFS Wealth Advisors
Pennsylvania
$129K
MSFP
1972
Mark Sheptoff Financial Planning
Connecticut
$126K
RDFA
1973
Ritter Daniher Financial Advisory
Ohio
$126K
JFGIW
1974
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$126K
Group One Trading
1975
Group One Trading
Illinois
$123K