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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
BAM
2026
Bellevue Asset Management
Washington
$93.6K
VFM
2027
Vision Financial Markets
Connecticut
$93.1K
PIS
2028
POM Investment Strategies
North Carolina
$92.4K
RFP
2029
Root Financial Partners
California
$91.5K
RPA
2030
Redwood Park Advisors
California
$91.2K
EW
2031
Elyxium Wealth
California
$90.6K
TAM
2032
Tucker Asset Management
Colorado
$89.3K
HIA
2033
Harbor Investment Advisory
Maryland
$89.2K
DCM
2034
Dorato Capital Management
Colorado
$89K
DI
2035
DAGCO Inc
Ohio
$87.2K
CSC
2036
Caldwell Sutter Capital
California
$86.7K
TFA
2037
Transamerica Financial Advisors
Florida
$86.3K
ACA
2038
American Capital Advisory
Idaho
$85.1K
GKIM
2039
GW&K Investment Management
Massachusetts
$85K
MW
2040
Merited Wealth
Florida
$84.5K
KSB
2041
Kennebec Savings Bank
Maine
$83.5K
BGAI
2042
Bruce G. Allen Investments
Colorado
$82.2K
RF
2043
Rossby Financial
Florida
$81.5K
LI
2044
LRI Investments
Florida
$81.5K
IWP
2045
IAG Wealth Partners
Wisconsin
$80.7K
B
2046
Bayban
Minnesota
$78.1K
RF
2047
Roxbury Financial
New Jersey
$77.5K
PWA
2048
Physician Wealth Advisors
Utah
$76.8K
KA
2049
Kozak & Associates
Colorado
$74.1K
HBW
2050
Hazlett, Burt & Watson
West Virginia
$74K