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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
PUI
2051
Purpose Unlimited Inc
$61K
EF
2052
Entrust Financial
Pennsylvania
$61K
HWP
2053
Highline Wealth Partners
California
$60.8K
C
2054
Covestor
United Kingdom
$58K
WPWM
2055
Western Pacific Wealth Management
Illinois
$57.9K
GTAM
2056
Global Trust Asset Management
Florida
$57.8K
WB
2057
Webster Bank
Connecticut
$57.6K
ACM
2058
Anfield Capital Management
California
$57.4K
KAS
2059
Kemnay Advisory Services
New York
$56.4K
WWA
2060
Wealth Watch Advisors
Colorado
$55.8K
PSB
2061
Piscataqua Savings Bank
New Hampshire
$55.8K
B
2062
Birchbrook
Maine
$55.1K
FIM
2063
FWL Investment Management
Texas
$54.8K
HWM
2064
HighMark Wealth Management
Minnesota
$54.3K
CWIG
2065
Chung Wu Investment Group
Texas
$52.3K
CG
2066
Curat Global
New Hampshire
$52.3K
CW
2067
CrossGen Wealth
North Carolina
$51.6K
GAFA
2068
Garton & Associates Financial Advisors
Kentucky
$51.1K
FC
2069
Financial Consulate
Maryland
$51K
PP
2070
Pacifica Partners
Canada
$50.6K
DWM
2071
Darwin Wealth Management
Florida
$50.1K
TCM
2072
Triumph Capital Management
Colorado
$50K
GWS
2073
Greykasell Wealth Strategies
California
$49.4K
OAM
2074
Ostrum Asset Management
France
$48.5K
WAS
2075
Winch Advisory Services
Wisconsin
$48.5K