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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
BHWM
2076
Beaird Harris Wealth Management
Texas
$39.5K
CTC
2077
Cetera Trust Company
Minnesota
$39.2K
KFI
2078
Key Financial Inc
Pennsylvania
$39.2K
MMCM
2079
Murphy & Mullick Capital Management
New York
$39.1K
LWM
2080
Lodestone Wealth Management
Washington
$38.6K
SGK
2081
Steigerwald Gordon & Koch
Virginia
$38.3K
MAM
2082
Meeder Asset Management
Ohio
$37.3K
MLA
2083
MB, Levis & Associates
Pennsylvania
$37K
IWM
2084
IMG Wealth Management
Florida
$36.8K
TFM
2085
TFC Financial Management
Massachusetts
$36.4K
KBFS
2086
Kohmann Bosshard Financial Services
Ohio
$36.3K
CA
2087
Centerpoint Advisors
Massachusetts
$36K
Loomis, Sayles & Company
2088
Loomis, Sayles & Company
Massachusetts
$34.9K
FCT
2089
First Community Trust
Iowa
$34.9K
HNW
2090
High Note Wealth
Minnesota
$34.3K
MB
2091
MidFirst Bank
Oklahoma
$34.2K
IIM
2092
IFC & Insurance Marketing
California
$34K
BFS
2093
Beacon Financial Strategies
North Carolina
$33.7K
STB
2094
S&T Bank
Pennsylvania
$33.7K
KFG
2095
Kingdom Financial Group
Arizona
$33.4K
CCM
2096
Chilton Capital Management
Texas
$32.8K
LWMI
2097
Legacy Wealth Management (Idaho)
Idaho
$32.8K
BCM
2098
Basso Capital Management
Connecticut
$32.3K
SHF
2099
Safe Harbor Fiduciary
Florida
$31.7K
FCG
2100
Financial Connections Group
California
$31K