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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
KA
2026
Kozak & Associates
Colorado
$74.1K
HBW
2027
Hazlett, Burt & Watson
West Virginia
$74K
CFG
2028
Chapman Financial Group
Hawaii
$73.2K
GWSA
2029
Global Wealth Strategies & Associates
Colorado
$71.6K
SC
2030
Sawyer & Company
Massachusetts
$71.4K
FWA
2031
Flagship Wealth Advisors
Massachusetts
$69.8K
AA
2032
Addison Advisors
Vermont
$67.8K
DF
2033
Dunhill Financial
United Kingdom
$67K
FC
2034
Fairscale Capital
New Hampshire
$64.2K
QWM
2035
Quaker Wealth Management
New Jersey
$64.1K
BWAM
2036
Boyd Watterson Asset Management
Ohio
$64K
WETS
2037
Wealth Enhancement Trust Services
South Dakota
$63K
OW
2038
Olistico Wealth
Oklahoma
$63K
AWA
2039
Acumen Wealth Advisors
Tennessee
$62.3K
CH
2040
Canton Hathaway
Rhode Island
$61.5K
EF
2041
Entrust Financial
Pennsylvania
$61K
HWP
2042
Highline Wealth Partners
California
$60.8K
C
2043
Covestor
United Kingdom
$58K
WPWM
2044
Western Pacific Wealth Management
Illinois
$57.9K
GTAM
2045
Global Trust Asset Management
Florida
$57.8K
WB
2046
Webster Bank
Connecticut
$57.6K
ACM
2047
Anfield Capital Management
California
$57.4K
KAS
2048
Kemnay Advisory Services
New York
$56.4K
WWA
2049
Wealth Watch Advisors
Colorado
$55.8K
PSB
2050
Piscataqua Savings Bank
New Hampshire
$55.8K