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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
B
2076
Birchbrook
Maine
$55.1K
FIM
2077
FWL Investment Management
Texas
$54.8K
HWM
2078
HighMark Wealth Management
Minnesota
$54.3K
CWIG
2079
Chung Wu Investment Group
Texas
$52.3K
BW
2080
Bravera Wealth
North Dakota
$52.3K
CG
2081
Curat Global
New Hampshire
$52.3K
CW
2082
CrossGen Wealth
North Carolina
$51.6K
GAFA
2083
Garton & Associates Financial Advisors
Kentucky
$51.1K
FC
2084
Financial Consulate
Maryland
$51K
PP
2085
Pacifica Partners
Canada
$50.6K
DWM
2086
Darwin Wealth Management
Florida
$50.1K
TCM
2087
Triumph Capital Management
Colorado
$50K
GWS
2088
Greykasell Wealth Strategies
California
$49.4K
OAM
2089
Ostrum Asset Management
France
$48.5K
WAS
2090
Winch Advisory Services
Wisconsin
$48.5K
TF
2091
Tompkins Financial
New York
$48.4K
SFG
2092
Strive Financial Group
Indiana
$47.8K
MAS
2093
MPWM Advisory Solutions
Georgia
$47.5K
AIS
2094
Advocate Investing Services
Maryland
$46.2K
IRAG
2095
Investment Research & Advisory Group
Georgia
$44.6K
CB
2096
CNB Bank
Pennsylvania
$43.9K
HSA
2097
Hussman Strategic Advisors
Maryland
$43.6K
AIM
2098
Access Investment Management
Georgia
$41.8K
MTIC
2099
Missouri Trust & Investment Company
Missouri
$41K
WA
2100
WPG Advisers
Maryland
$40.6K