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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
AFC
2001
Ares Financial Consulting
California
$95.9K
RFS
2002
Richardson Financial Services
Massachusetts
$95.6K
OC
2003
Optima Capital
Oregon
$93.7K
BAM
2004
Bellevue Asset Management
Washington
$93.6K
VFM
2005
Vision Financial Markets
Connecticut
$93.1K
PIS
2006
POM Investment Strategies
North Carolina
$92.4K
RFP
2007
Root Financial Partners
California
$91.5K
RPA
2008
Redwood Park Advisors
California
$91.2K
EW
2009
Elyxium Wealth
California
$90.6K
TAM
2010
Tucker Asset Management
Colorado
$89.3K
HIA
2011
Harbor Investment Advisory
Maryland
$89.2K
DCM
2012
Dorato Capital Management
Colorado
$89K
DI
2013
DAGCO Inc
Ohio
$87.2K
CSC
2014
Caldwell Sutter Capital
California
$86.7K
TFA
2015
Transamerica Financial Advisors
Florida
$86.3K
ACA
2016
American Capital Advisory
Idaho
$85.1K
GKIM
2017
GW&K Investment Management
Massachusetts
$85K
KSB
2018
Kennebec Savings Bank
Maine
$83.5K
BGAI
2019
Bruce G. Allen Investments
Colorado
$82.2K
RF
2020
Rossby Financial
Florida
$81.5K
LI
2021
LRI Investments
Florida
$81.5K
IWP
2022
IAG Wealth Partners
Wisconsin
$80.7K
B
2023
BAYBAN
Minnesota
$78.1K
RF
2024
Roxbury Financial
New Jersey
$77.5K
PWA
2025
Physician Wealth Advisors
Utah
$76.8K