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Southern Company

2,210 hedge funds and large institutions have $69.3B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 850 increasing their positions, 799 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:

0% more funds holding

Funds holding: 2,2072,210 (+3)

7% less capital invested

Capital invested by funds: $74.6B → $69.3B (-$5.23B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,210
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
WSCM
2151
Wellington Shields Capital Management
New York
$9.07K
CYG
2152
Clean Yield Group
Vermont
$8.72K
PAI
2153
Pittenger & Anderson Inc
Nebraska
$8.72K
JFG
2154
JDM Financial Group
Texas
$8.72K
FFL
2155
Financial Freedom LLC
Ohio
$8.72K
AG
2156
AmeriFlex Group
Nevada
$8.37K
NWMP
2157
Noble Wealth Management PBC
Colorado
$8.37K
PCM
2158
Penserra Capital Management
California
$8K
CTWM
2159
Cherry Tree Wealth Management
Minnesota
$7.94K
BFS
2160
Bare Financial Services
Pennsylvania
$7.59K
LFA
2161
LGT Financial Advisors
Texas
$7.59K
TWD
2162
True Wealth Design
Ohio
$7.5K
ME
2163
McIlrath & Eck
Washington
$7.5K
DF
2164
DecisionPoint Financial
Arizona
$7.15K
CWA
2165
Carolina Wealth Advisors
South Carolina
$7.06K
RWPA
2166
Richard W. Paul & Associates
Michigan
$6.63K
CNBT
2167
Cornerstone National Bank & Trust
Illinois
$6.54K
NWM
2168
Nova Wealth Management
Florida
$6.5K
BHWM
2169
Bay Harbor Wealth Management
Maryland
$6.1K
PWA
2170
Principia Wealth Advisory
Texas
$6.02K
BFS
2171
Burkett Financial Services
South Carolina
$5.5K
PS
2172
PayPay Securities
Japan
$5.41K
FP
2173
Financial Perspectives
Minnesota
$5.05K
CFG
2174
Clayton Financial Group
Missouri
$4.97K
EWP
2175
Elevation Wealth Partners
California
$4.88K