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Southern Company

2,261 hedge funds and large institutions have $69.6B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 241 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:

0.93% more ownership

Funds ownership: 71.51%72.44% (+0.93%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

7% less capital invested

Capital invested by funds: $74.6B → $69.6B (-$4.97B)

Holders
2,261
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
BIA
2151
Bell Investment Advisors
California
$22.9K
BW
2152
Basepoint Wealth
Iowa
$22.2K
PWMG
2153
Prestige Wealth Management Group
New Jersey
$22.1K
MWA
2154
Miller Wealth Advisors
Colorado
$21.8K
MAM
2155
Marquette Asset Management
Minnesota
$21.5K
LFASL
2156
Lugano Financial Advisors SA (LFA)
Switzerland
$21.5K
IW
2157
Imprint Wealth
South Carolina
$21.3K
AW
2158
Avion Wealth
Texas
$21K
S
2159
Sachetta
Massachusetts
$20.8K
HHMI
2160
Howard Hughes Medical Institute
Maryland
$20.7K
SC
2161
Solstein Capital
California
$20.6K
NECFA
2162
New England Capital Financial Advisors
Connecticut
$20.3K
WPA
2163
Wealth Preservation Advisors
Tennessee
$20.2K
WWM
2164
Wolff Wiese Magana
California
$20.1K
BA
2165
Blueline Advisors
New Hampshire
$19.5K
PWMG
2166
Private Wealth Management Group
New Jersey
$18.4K
CIAS
2167
CBIZ Investment Advisory Services
Ohio
$18K
WBC
2168
West Branch Capital
Massachusetts
$17.9K
WTA
2169
Washington Trust Advisors
Massachusetts
$17.4K
NWM
2170
Navigoe Wealth Management
California
$17K
TVWM
2171
Tower View Wealth Management
Wisconsin
$16.9K
RTC
2172
Riverview Trust Company
Washington
$16.9K
JGCM
2173
Joseph Group Capital Management
Ohio
$16.8K
FNWA
2174
Financial Network Wealth Advisors
Utah
$16.7K
RFA
2175
Reyes Financial Architecture
California
$16K