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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
CFG
2051
Chapman Financial Group
Hawaii
$73.2K
GWSA
2052
Global Wealth Strategies & Associates
Colorado
$71.6K
SC
2053
Sawyer & Company
Massachusetts
$71.4K
FWA
2054
Flagship Wealth Advisors
Massachusetts
$69.8K
AA
2055
Addison Advisors
Vermont
$67.8K
DF
2056
Dunhill Financial
United Kingdom
$67K
FC
2057
Fairscale Capital
New Hampshire
$64.2K
QWM
2058
Quaker Wealth Management
New Jersey
$64.1K
BWAM
2059
Boyd Watterson Asset Management
Ohio
$64K
WETS
2060
Wealth Enhancement Trust Services
South Dakota
$63K
OW
2061
Olistico Wealth
Oklahoma
$63K
AWA
2062
Acumen Wealth Advisors
Tennessee
$62.3K
CH
2063
Canton Hathaway
Rhode Island
$61.5K
EF
2064
Entrust Financial
Pennsylvania
$61K
PUI
2065
Purpose Unlimited Inc
$61K
CAL
2066
Capital Analysts LLC
Pennsylvania
$61K
HWP
2067
Highline Wealth Partners
California
$60.8K
C
2068
Covestor
United Kingdom
$58K
WPWM
2069
Western Pacific Wealth Management
Illinois
$57.9K
GTAM
2070
Global Trust Asset Management
Florida
$57.8K
WB
2071
Webster Bank
Connecticut
$57.6K
ACM
2072
Anfield Capital Management
California
$57.4K
KAS
2073
Kemnay Advisory Services
New York
$56.4K
WWA
2074
Wealth Watch Advisors
Colorado
$55.8K
PSB
2075
Piscataqua Savings Bank
New Hampshire
$55.8K