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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
B
2051
Birchbrook
Maine
$55.1K
FIM
2052
FWL Investment Management
Texas
$54.8K
HWM
2053
HighMark Wealth Management
Minnesota
$54.3K
CWIG
2054
Chung Wu Investment Group
Texas
$52.3K
CG
2055
Curat Global
New Hampshire
$52.3K
CW
2056
CrossGen Wealth
North Carolina
$51.6K
GAFA
2057
Garton & Associates Financial Advisors
Kentucky
$51.1K
FC
2058
Financial Consulate
Maryland
$51K
PP
2059
Pacifica Partners
Canada
$50.6K
DWM
2060
Darwin Wealth Management
Florida
$50.1K
TCM
2061
Triumph Capital Management
Colorado
$50K
GWS
2062
Greykasell Wealth Strategies
California
$49.4K
OAM
2063
Ostrum Asset Management
France
$48.5K
WAS
2064
Winch Advisory Services
Wisconsin
$48.5K
TF
2065
Tompkins Financial
New York
$48.4K
SFG
2066
Strive Financial Group
Indiana
$47.8K
MAS
2067
MPWM Advisory Solutions
Georgia
$47.5K
AIS
2068
Advocate Investing Services
Maryland
$46.2K
IRAG
2069
Investment Research & Advisory Group
Georgia
$44.6K
CB
2070
CNB Bank
Pennsylvania
$43.9K
HSA
2071
Hussman Strategic Advisors
Maryland
$43.6K
AIM
2072
Access Investment Management
Georgia
$41.8K
MTIC
2073
Missouri Trust & Investment Company
Missouri
$41K
WA
2074
WPG Advisers
Maryland
$40.6K
SWA
2075
SOA Wealth Advisors
New York
$39.6K