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Southern Company

2,239 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 860 increasing their positions, 804 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%72.38% (+0.87%)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.03B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,239
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
GKIM
2026
GW&K Investment Management
Massachusetts
$85K
MW
2027
Merited Wealth
Florida
$84.5K
KSB
2028
Kennebec Savings Bank
Maine
$83.5K
BGAI
2029
Bruce G. Allen Investments
Colorado
$82.2K
RF
2030
Rossby Financial
Florida
$81.5K
LI
2031
LRI Investments
Florida
$81.5K
IWP
2032
IAG Wealth Partners
Wisconsin
$80.7K
B
2033
Bayban
Minnesota
$78.1K
RF
2034
Roxbury Financial
New Jersey
$77.5K
PWA
2035
Physician Wealth Advisors
Utah
$76.8K
KA
2036
Kozak & Associates
Colorado
$74.1K
HBW
2037
Hazlett, Burt & Watson
West Virginia
$74K
CFG
2038
Chapman Financial Group
Hawaii
$73.2K
GWSA
2039
Global Wealth Strategies & Associates
Colorado
$71.6K
SC
2040
Sawyer & Company
Massachusetts
$71.4K
FWA
2041
Flagship Wealth Advisors
Massachusetts
$69.8K
AA
2042
Addison Advisors
Vermont
$67.8K
DF
2043
Dunhill Financial
United Kingdom
$67K
FC
2044
Fairscale Capital
New Hampshire
$64.2K
QWM
2045
Quaker Wealth Management
New Jersey
$64.1K
BWAM
2046
Boyd Watterson Asset Management
Ohio
$64K
OW
2047
Olistico Wealth
Oklahoma
$63K
WETS
2048
Wealth Enhancement Trust Services
South Dakota
$63K
AWA
2049
Acumen Wealth Advisors
Tennessee
$62.3K
CH
2050
Canton Hathaway
Rhode Island
$61.5K