We are live on ! Find out more
SO icon

Southern Company

2,261 hedge funds and large institutions have $69.6B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 864 increasing their positions, 803 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 241 | Existing positions closed: 147

22% more call options, than puts

Call options by funds: $1.97B | Put options by funds: $1.62B

2% more funds holding

Funds holding: 2,2142,261 (+47)

8% more repeat investments, than reductions

Existing positions increased: 864 | Existing positions reduced: 803

0.93% more ownership

Funds ownership: 71.51%72.44% (+0.93%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

7% less capital invested

Capital invested by funds: $74.6B → $69.6B (-$4.97B)

Holders
2,261
Holders Change
+47
Holders Change %
+2.12%
% of All Funds
27.51%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.19%
New
241
Increased
864
Reduced
803
Closed
147
Calls
$1.97B
Puts
$1.62B
Net Calls
+$352M
Net Calls Change
+$80.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
2051
Physician Wealth Advisors
Utah
$76.8K -$33K -361 -29%
KA
2052
Kozak & Associates
Colorado
$74.1K +$730 +8 +0.9%
HBW
2053
Hazlett, Burt & Watson
West Virginia
$74K +$7.03K +77 +10%
CFG
2054
Chapman Financial Group
Hawaii
$73.2K
GWSA
2055
Global Wealth Strategies & Associates
Colorado
$71.6K
SC
2056
Sawyer & Company
Massachusetts
$71.4K -$57.5K -630 -43%
FWA
2057
Flagship Wealth Advisors
Massachusetts
$69.8K
AA
2058
Addison Advisors
Vermont
$67.8K +$3.56K +39 +5%
DF
2059
Dunhill Financial
United Kingdom
$67K +$1.19K +13 +2%
FC
2060
Fairscale Capital
New Hampshire
$64.2K +$52.4K +574 +354%
QWM
2061
Quaker Wealth Management
New Jersey
$64.1K +$45.6K +500 +213%
BWAM
2062
Boyd Watterson Asset Management
Ohio
$64K -$1.1K -12 -2%
OW
2063
Olistico Wealth
Oklahoma
$63K +$65.9K +722 New
WETS
2064
Wealth Enhancement Trust Services
South Dakota
$63K +$65.9K +722 New
AWA
2065
Acumen Wealth Advisors
Tennessee
$62.3K +$65.2K +714 New
CH
2066
Canton Hathaway
Rhode Island
$61.5K
EF
2067
Entrust Financial
Pennsylvania
$61K +$63.9K +700 New
PUI
2068
Purpose Unlimited Inc
$61K +$63.9K +700 New
CAL
2069
Capital Analysts LLC
Pennsylvania
$61K +$13.1K +143 +26%
HWP
2070
Highline Wealth Partners
California
$60.8K -$1.37M -14,970 -96%
C
2071
Covestor
United Kingdom
$58K -$1K -11 -2%
WPWM
2072
Western Pacific Wealth Management
Illinois
$57.9K
GTAM
2073
Global Trust Asset Management
Florida
$57.8K
WB
2074
Webster Bank
Connecticut
$57.6K -$10.5K -115 -15%
ACM
2075
Anfield Capital Management
California
$57.4K +$20K +219 +50%