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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
RWS
2126
Retirement Wealth Solutions
Wisconsin
$26.1K
CFS
2127
CGC Financial Services
Oregon
$25.6K
AW
2128
Ankerstar Wealth
Texas
$25.3K
T
2129
Tidemark
California
$23.7K
CWP
2130
Clark Wealth Partners
Illinois
$23.1K
BIA
2131
Bell Investment Advisors
California
$22.9K
BW
2132
Basepoint Wealth
Iowa
$22.2K
PWMG
2133
Prestige Wealth Management Group
New Jersey
$22.1K
MWA
2134
Miller Wealth Advisors
Colorado
$21.8K
MAM
2135
Marquette Asset Management
Minnesota
$21.5K
LFASL
2136
Lugano Financial Advisors SA (LFA)
Switzerland
$21.5K
IW
2137
Imprint Wealth
South Carolina
$21.3K
AW
2138
Avion Wealth
Texas
$21K
S
2139
Sachetta
Massachusetts
$20.8K
HHMI
2140
Howard Hughes Medical Institute
Maryland
$20.7K
SC
2141
Solstein Capital
California
$20.6K
NECFA
2142
New England Capital Financial Advisors
Connecticut
$20.3K
WPA
2143
Wealth Preservation Advisors
Tennessee
$20.2K
WWM
2144
Wolff Wiese Magana
California
$20.1K
BA
2145
Blueline Advisors
New Hampshire
$19.5K
PWMG
2146
Private Wealth Management Group
New Jersey
$18.4K
CIAS
2147
CBIZ Investment Advisory Services
Ohio
$18K
WBC
2148
West Branch Capital
Massachusetts
$17.9K
WTA
2149
Washington Trust Advisors
Massachusetts
$17.4K
NWM
2150
Navigoe Wealth Management
California
$17K