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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
HNW
2101
High Note Wealth
Minnesota
$34.3K
MB
2102
MidFirst Bank
Oklahoma
$34.2K
IIM
2103
IFC & Insurance Marketing
California
$34K
BFS
2104
Beacon Financial Strategies
North Carolina
$33.7K
STB
2105
S&T Bank
Pennsylvania
$33.7K
KFG
2106
Kingdom Financial Group
Arizona
$33.4K
CCM
2107
Chilton Capital Management
Texas
$32.8K
LWMI
2108
Legacy Wealth Management (Idaho)
Idaho
$32.8K
BCM
2109
Basso Capital Management
Connecticut
$32.3K
SHF
2110
Safe Harbor Fiduciary
Florida
$31.7K
FCG
2111
Financial Connections Group
California
$31K
MIFH
2112
Migdal Insurance & Financial Holdings
Israel
$31K
CIAM
2113
Caitong International Asset Management
Hong Kong
$30.8K
BFPW
2114
BOK Financial Private Wealth
Colorado
$30.5K
PSFG
2115
Park Square Financial Group
Georgia
$29.2K
AWM
2116
Activest Wealth Management
Florida
$28.9K
FDW
2117
Fourth Dimension Wealth
Ohio
$28.6K
FFA
2118
Frazier Financial Advisors
Ohio
$28.2K
NL
2119
NVWM LLC
Pennsylvania
$28.1K
YP
2120
YANKCOM Partnership
South Dakota
$27.8K
MBFW
2121
Morton Brown Family Wealth
Pennsylvania
$27.4K
POIA
2122
Pin Oak Investment Advisors
Texas
$27K
JSAM
2123
J. Safra Asset Management
New York
$26.9K
CVM
2124
Cheviot Value Management
California
$26.9K
CFM
2125
Cornerstone Financial Management
Massachusetts
$26.5K