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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
MWA
2151
Miller Wealth Advisors
Colorado
$21.8K
MAM
2152
Marquette Asset Management
Minnesota
$21.5K
LFASL
2153
Lugano Financial Advisors SA (LFA)
Switzerland
$21.5K
IW
2154
Imprint Wealth
South Carolina
$21.3K
AW
2155
Avion Wealth
Texas
$21K
S
2156
Sachetta
Massachusetts
$20.8K
HHMI
2157
Howard Hughes Medical Institute
Maryland
$20.7K
SC
2158
Solstein Capital
California
$20.6K
NECFA
2159
New England Capital Financial Advisors
Connecticut
$20.3K
WPA
2160
Wealth Preservation Advisors
Tennessee
$20.2K
WWM
2161
Wolff Wiese Magana
California
$20.1K
BA
2162
Blueline Advisors
New Hampshire
$19.5K
PWMG
2163
Private Wealth Management Group
New Jersey
$18.4K
CIAS
2164
CBIZ Investment Advisory Services
Ohio
$18K
WBC
2165
West Branch Capital
Massachusetts
$17.9K
WTA
2166
Washington Trust Advisors
Massachusetts
$17.4K
NWM
2167
Navigoe Wealth Management
California
$17K
TVWM
2168
Tower View Wealth Management
Wisconsin
$16.9K
RTC
2169
Riverview Trust Company
Washington
$16.9K
JGCM
2170
Joseph Group Capital Management
Ohio
$16.8K
FNWA
2171
Financial Network Wealth Advisors
Utah
$16.7K
RFA
2172
Reyes Financial Architecture
California
$16K
EWM
2173
Evermay Wealth Management
Virginia
$14.8K
WCM
2174
Westend Capital Management
California
$13.6K
SA
2175
Strategic Advocates
Utah
$13.4K