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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
TFA
1976
Toth Financial Advisory
Virginia
$122K
MFP
1977
Meramec Financial Planners
Missouri
$122K
WA
1978
Westfuller Advisors
New York
$121K
MEG
1979
Millstone Evans Group
Colorado
$120K
FMP
1980
Financial Management Professionals
Texas
$120K
TCM
1981
TD Capital Management
Tennessee
$117K
Walleye Capital
1982
Walleye Capital
New York
$115K
SWIM
1983
Smallwood Wealth Investment Management
New Jersey
$114K
GWSG
1984
GPS Wealth Strategies Group
Colorado
$111K
TFIPS
1985
Towarzystwo Funduszy Inwestycyjnych PZU SA
$111K
JFA
1986
JNBA Financial Advisors
Minnesota
$110K
VWWMG
1987
Vermillion & White Wealth Management Group
Pennsylvania
$110K
AF
1988
Avanza Fonder
Sweden
$109K
Q1WB
1989
Quest 10 Wealth Builders
Virginia
$106K
NRG
1990
Nemes Rush Group
Michigan
$106K
HIIFS
1991
Harel Insurance Investments & Financial Services
Israel
$105K
KOCAA
1992
Knights of Columbus Asset Advisors
Connecticut
$105K
HFS
1993
Horizon Financial Services
North Carolina
$104K
FGAM
1994
Financial Gravity Asset Management
Texas
$104K
PG
1995
Proffitt & Goodson
Tennessee
$101K
RBC
1996
Roble Belko & Company
Pennsylvania
$101K
VNA
1997
Valley National Advisers
Pennsylvania
$100K
HFS
1998
Hughes Financial Services
Virginia
$97.6K
SIS
1999
Strategic Investment Solutions
Illinois
$96.8K
SHIM
2000
Stone House Investment Management
Pennsylvania
$96.5K