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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
KAS
2076
Kemnay Advisory Services
New York
$56.4K +$59.1K +647 New
WWA
2077
Wealth Watch Advisors
Colorado
$55.8K -$5.84K -64 -9%
PSB
2078
Piscataqua Savings Bank
New Hampshire
$55.8K
B
2079
Birchbrook
Maine
$55.1K
FIM
2080
FWL Investment Management
Texas
$54.8K +$25.4K +278 +79%
HWM
2081
HighMark Wealth Management
Minnesota
$54.3K +$91 +1 +0.2%
CWIG
2082
Chung Wu Investment Group
Texas
$52.3K
BW
2083
Bravera Wealth
North Dakota
$52.3K +$54.8K +600 New
CG
2084
Curat Global
New Hampshire
$52.3K
CW
2085
CrossGen Wealth
North Carolina
$51.6K +$54K +592 New
GAFA
2086
Garton & Associates Financial Advisors
Kentucky
$51.1K +$53.5K +586 New
FC
2087
Financial Consulate
Maryland
$51K +$3.83K +42 +8%
PP
2088
Pacifica Partners
Canada
$50.6K
DWM
2089
Darwin Wealth Management
Florida
$50.1K +$456 +5 +0.9%
TCM
2090
Triumph Capital Management
Colorado
$50K +$52.3K +573 New
GWS
2091
Greykasell Wealth Strategies
California
$49.4K
OAM
2092
Ostrum Asset Management
France
$48.5K -$50.9K -558 -50%
WAS
2093
Winch Advisory Services
Wisconsin
$48.5K +$456 +5 +0.9%
TF
2094
Tompkins Financial
New York
$48.4K
SFG
2095
Strive Financial Group
Indiana
$47.8K +$49.9K +547 New
MAS
2096
MPWM Advisory Solutions
Georgia
$47.5K +$27.2K +298 +121%
AIS
2097
Advocate Investing Services
Maryland
$46.2K +$48.3K +529 New
IRAG
2098
Investment Research & Advisory Group
Georgia
$44.6K
CB
2099
CNB Bank
Pennsylvania
$43.9K -$1.28K -14 -3%
HSA
2100
Hussman Strategic Advisors
Maryland
$43.6K