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Southern Company

2,225 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 219 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: 2,2082,225 (+17)

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
2,225
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
AW
2126
Avion Wealth
Texas
$21K
S
2127
Sachetta
Massachusetts
$20.8K
HHMI
2128
Howard Hughes Medical Institute
Maryland
$20.7K
SC
2129
Solstein Capital
California
$20.6K
NECFA
2130
New England Capital Financial Advisors
Connecticut
$20.3K
WPA
2131
Wealth Preservation Advisors
Tennessee
$20.2K
WWM
2132
Wolff Wiese Magana
California
$20.1K
BA
2133
Blueline Advisors
New Hampshire
$19.5K
PWMG
2134
Private Wealth Management Group
New Jersey
$18.4K
CIAS
2135
CBIZ Investment Advisory Services
Ohio
$18K
WBC
2136
West Branch Capital
Massachusetts
$17.9K
WTA
2137
Washington Trust Advisors
Massachusetts
$17.4K
NWM
2138
Navigoe Wealth Management
California
$17K
TVWM
2139
Tower View Wealth Management
Wisconsin
$16.9K
RTC
2140
Riverview Trust Company
Washington
$16.9K
JGCM
2141
Joseph Group Capital Management
Ohio
$16.8K
FNWA
2142
Financial Network Wealth Advisors
Utah
$16.7K
RFA
2143
Reyes Financial Architecture
California
$16K
EWM
2144
Evermay Wealth Management
Virginia
$14.8K
WCM
2145
Westend Capital Management
California
$13.6K
SA
2146
Strategic Advocates
Utah
$13.4K
CJ
2147
Caitlin John
Michigan
$13.1K
GWM
2148
Greenline Wealth Management
Florida
$12.9K
MSWM
2149
Mowery & Schoenfeld Wealth Management
Illinois
$12.8K
ECA
2150
Elevated Capital Advisors
Utah
$12.7K