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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
TVWM
2151
Tower View Wealth Management
Wisconsin
$16.9K
RTC
2152
Riverview Trust Company
Washington
$16.9K
JGCM
2153
Joseph Group Capital Management
Ohio
$16.8K
FNWA
2154
Financial Network Wealth Advisors
Utah
$16.7K
RFA
2155
Reyes Financial Architecture
California
$16K
EWM
2156
Evermay Wealth Management
Virginia
$14.8K
WCM
2157
Westend Capital Management
California
$13.6K
SA
2158
Strategic Advocates
Utah
$13.4K
CJ
2159
Caitlin John
Michigan
$13.1K
GWM
2160
Greenline Wealth Management
Florida
$12.9K
MSWM
2161
Mowery & Schoenfeld Wealth Management
Illinois
$12.8K
ECA
2162
Elevated Capital Advisors
Utah
$12.7K
SC
2163
Steph & Co
Wisconsin
$12.2K
CAL
2164
Capital Analysts LLC
Pennsylvania
$12K
KG
2165
Kilter Group
New York
$11.5K
BWM
2166
Benson Wealth Management
Tennessee
$11.5K
AP
2167
Aspect Partners
Virginia
$11.2K
SFAM
2168
Sawyer Falduto Asset Management
Illinois
$10.7K
LC
2169
Lavaca Capital
Texas
$10.6K
RS
2170
Rakuten Securities
Japan
$10.5K
Belvedere Trading
2171
Belvedere Trading
Illinois
$10.2K
SIC
2172
SJS Investment Consulting
Ohio
$10K
QL
2173
Quarry LP
New York
$9.94K
MFT
2174
Moisand Fitzgerald Tamayo
Florida
$9.24K
RWA
2175
Redmont Wealth Advisors
Illinois
$9.16K