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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
TFA
2001
Toth Financial Advisory
Virginia
$122K +$1.1K +12 +0.9%
MFP
2002
Meramec Financial Planners
Missouri
$122K +$123K +1,350 New
WA
2003
Westfuller Advisors
New York
$121K -$92.9K -1,018 -42%
MEG
2004
Millstone Evans Group
Colorado
$120K +$2.19K +24 +2%
FMP
2005
Financial Management Professionals
Texas
$120K -$10.8K -118 -8%
TCM
2006
TD Capital Management
Tennessee
$117K +$456 +5 +0.4%
Walleye Capital
2007
Walleye Capital
New York
$115K -$105K -1,147 -47%
SWIM
2008
Smallwood Wealth Investment Management
New Jersey
$114K
GWSG
2009
GPS Wealth Strategies Group
Colorado
$111K -$390K -4,270 -77%
TFIPS
2010
Towarzystwo Funduszy Inwestycyjnych PZU SA
$111K
JFA
2011
JNBA Financial Advisors
Minnesota
$110K
VWWMG
2012
Vermillion & White Wealth Management Group
Pennsylvania
$110K +$6.85K +75 +6%
AF
2013
Avanza Fonder
Sweden
$109K +$114K +1,248 New
Q1WB
2014
Quest 10 Wealth Builders
Virginia
$106K -$3.19K -35 -3%
NRG
2015
Nemes Rush Group
Michigan
$106K +$100K +1,100 +940%
HIIFS
2016
Harel Insurance Investments & Financial Services
Israel
$105K +$5.29K +58 +5%
KOCAA
2017
Knights of Columbus Asset Advisors
Connecticut
$105K
HFS
2018
Horizon Financial Services
North Carolina
$104K
FGAM
2019
Financial Gravity Asset Management
Texas
$104K -$3.1K -34 -3%
PG
2020
Proffitt & Goodson
Tennessee
$101K
RBC
2021
Roble Belko & Company
Pennsylvania
$101K
VNA
2022
Valley National Advisers
Pennsylvania
$100K -$41.9K -459 -28%
HFS
2023
Hughes Financial Services
Virginia
$97.6K -$2.01K -22 -2%
SIS
2024
Strategic Investment Solutions
Illinois
$96.8K +$58.9K +645 +139%
SHIM
2025
Stone House Investment Management
Pennsylvania
$96.5K +$365 +4 +0.4%