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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
CB
1976
Community Bank
New York
$153K +$18.3K +200 +13%
CFD
1977
Creative Financial Designs
Indiana
$151K +$35.8K +392 +29%
SAM
1978
S.A. Mason
Michigan
$151K
SCM
1979
Silvant Capital Management
Georgia
$151K
MWA
1980
Medallion Wealth Advisors
Connecticut
$149K
RWM
1981
RMG Wealth Management
Wisconsin
$148K
FFO
1982
Fortitude Family Office
Arizona
$146K -$365 -4 -0.2%
MCM
1983
MV Capital Management
Maryland
$144K +$91 +1 +0.1%
TSMHT
1984
Thurston Springer Miller Herd & Titak
Indiana
$144K +$128K +1,402 +561%
CM
1985
Capula Management
Cayman Islands
$140K +$146K +1,601 New
BWA
1986
Basecamp Wealth Advisors
Washington
$138K +$145K +1,588 New
DMBA
1987
Deseret Mutual Benefit Administrators
Utah
$136K
LAS
1988
Lloyd Advisory Services
Georgia
$135K -$199K -2,181 -58%
CFFP
1989
Center for Financial Planning
Michigan
$134K +$16.4K +180 +13%
DE
1990
DV Equities
Illinois
$134K +$140K +1,533 New
GWP
1991
Gen-Wealth Partners
Michigan
$132K -$7.49K -82 -5%
TLA
1992
Tanglewood Legacy Advisors
Texas
$131K +$90.7K +993 +195%
APW
1993
Acima Private Wealth
Virginia
$131K
RBI
1994
Raiffeisen Bank International
Austria
$130K
BC
1995
Barrett & Company
Rhode Island
$130K
JWA
1996
JFS Wealth Advisors
Pennsylvania
$129K +$54.2K +594 +67%
MSFP
1997
Mark Sheptoff Financial Planning
Connecticut
$126K
RDFA
1998
Ritter Daniher Financial Advisory
Ohio
$126K
JFGIW
1999
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$126K -$1.32M -14,451 -91%
Group One Trading
2000
Group One Trading
Illinois
$123K +$129K +1,411 New