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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
SAM
1976
S.A. Mason
Michigan
$151K
SCM
1977
Silvant Capital Management
Georgia
$151K
MWA
1978
Medallion Wealth Advisors
Connecticut
$149K
RWM
1979
RMG Wealth Management
Wisconsin
$148K
FFO
1980
Fortitude Family Office
Arizona
$146K
MCM
1981
MV Capital Management
Maryland
$144K
TSMHT
1982
Thurston Springer Miller Herd & Titak
Indiana
$144K
CM
1983
Capula Management
Cayman Islands
$140K
DMBA
1984
Deseret Mutual Benefit Administrators
Utah
$136K
LAS
1985
Lloyd Advisory Services
Georgia
$135K
CFFP
1986
Center for Financial Planning
Michigan
$134K
DE
1987
DV Equities
Illinois
$134K
GWP
1988
Gen-Wealth Partners
Michigan
$132K
TLA
1989
Tanglewood Legacy Advisors
Texas
$131K
APW
1990
Acima Private Wealth
Virginia
$131K
RBI
1991
Raiffeisen Bank International
Austria
$130K
BC
1992
Barrett & Company
Rhode Island
$130K
JWA
1993
JFS Wealth Advisors
Pennsylvania
$129K
RDFA
1994
Ritter Daniher Financial Advisory
Ohio
$126K
MSFP
1995
Mark Sheptoff Financial Planning
Connecticut
$126K
JFGIW
1996
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$126K
Group One Trading
1997
Group One Trading
Illinois
$123K
TFA
1998
Toth Financial Advisory
Virginia
$122K
MFP
1999
Meramec Financial Planners
Missouri
$122K
WA
2000
Westfuller Advisors
New York
$121K