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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
MEG
2001
Millstone Evans Group
Colorado
$120K
FMP
2002
Financial Management Professionals
Texas
$120K
TCM
2003
TD Capital Management
Tennessee
$117K
Walleye Capital
2004
Walleye Capital
New York
$115K
SWIM
2005
Smallwood Wealth Investment Management
New Jersey
$114K
GWSG
2006
GPS Wealth Strategies Group
Colorado
$111K
TFIPS
2007
Towarzystwo Funduszy Inwestycyjnych PZU SA
$111K
JFA
2008
JNBA Financial Advisors
Minnesota
$110K
VWWMG
2009
Vermillion & White Wealth Management Group
Pennsylvania
$110K
AF
2010
Avanza Fonder
Sweden
$109K
Q1WB
2011
Quest 10 Wealth Builders
Virginia
$106K
NRG
2012
Nemes Rush Group
Michigan
$106K
HIIFS
2013
Harel Insurance Investments & Financial Services
Israel
$105K
KOCAA
2014
Knights of Columbus Asset Advisors
Connecticut
$105K
HFS
2015
Horizon Financial Services
North Carolina
$104K
FGAM
2016
Financial Gravity Asset Management
Texas
$104K
PG
2017
Proffitt & Goodson
Tennessee
$101K
RBC
2018
Roble Belko & Company
Pennsylvania
$101K
VNA
2019
Valley National Advisers
Pennsylvania
$100K
HFS
2020
Hughes Financial Services
Virginia
$97.6K
SIS
2021
Strategic Investment Solutions
Illinois
$96.8K
SHIM
2022
Stone House Investment Management
Pennsylvania
$96.5K
AFC
2023
Ares Financial Consulting
California
$95.9K
RFS
2024
Richardson Financial Services
Massachusetts
$95.6K
OC
2025
Optima Capital
Oregon
$93.7K