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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
FCG
2126
Financial Connections Group
California
$31K
MIFH
2127
Migdal Insurance & Financial Holdings
Israel
$31K
CIAM
2128
Caitong International Asset Management
Hong Kong
$30.8K
BFPW
2129
BOK Financial Private Wealth
Colorado
$30.5K
PSFG
2130
Park Square Financial Group
Georgia
$29.2K
AWM
2131
Activest Wealth Management
Florida
$28.9K
FDW
2132
Fourth Dimension Wealth
Ohio
$28.6K
FFA
2133
Frazier Financial Advisors
Ohio
$28.2K
NL
2134
NVWM LLC
Pennsylvania
$28.1K
YP
2135
YANKCOM Partnership
South Dakota
$27.8K
MBFW
2136
Morton Brown Family Wealth
Pennsylvania
$27.4K
POIA
2137
Pin Oak Investment Advisors
Texas
$27K
JSAM
2138
J. Safra Asset Management
New York
$26.9K
CVM
2139
Cheviot Value Management
California
$26.9K
CFM
2140
Cornerstone Financial Management
Massachusetts
$26.5K
RWS
2141
Retirement Wealth Solutions
Wisconsin
$26.1K
CFS
2142
CGC Financial Services
Oregon
$25.6K
AW
2143
Ankerstar Wealth
Texas
$25.3K
WGL
2144
Wellington Grp LLC
Indiana
$25.2K
1CP
2145
1015 Capital Partners
Pennsylvania
$24.2K
T
2146
Tidemark
California
$23.7K
CWP
2147
Clark Wealth Partners
Illinois
$23.1K
BIA
2148
Bell Investment Advisors
California
$22.9K
BW
2149
Basepoint Wealth
Iowa
$22.2K
PWMG
2150
Prestige Wealth Management Group
New Jersey
$22.1K