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Southern Company

2,225 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 856 increasing their positions, 801 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:

1% more funds holding

Funds holding: 2,2082,225 (+17)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.04B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,225
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
LFA
2176
LGT Financial Advisors
Texas
$7.59K
TWD
2177
True Wealth Design
Ohio
$7.5K
ME
2178
McIlrath & Eck
Washington
$7.5K
DF
2179
DecisionPoint Financial
Arizona
$7.15K
CWA
2180
Carolina Wealth Advisors
South Carolina
$7.06K
RWPA
2181
Richard W. Paul & Associates
Michigan
$6.63K
CNBT
2182
Cornerstone National Bank & Trust
Illinois
$6.54K
NWM
2183
Nova Wealth Management
Florida
$6.5K
BHWM
2184
Bay Harbor Wealth Management
Maryland
$6.1K
PWA
2185
Principia Wealth Advisory
Texas
$6.02K
BFS
2186
Burkett Financial Services
South Carolina
$5.5K
PS
2187
PayPay Securities
Japan
$5.41K
FP
2188
Financial Perspectives
Minnesota
$5.05K
CFG
2189
Clayton Financial Group
Missouri
$4.97K
EWP
2190
Elevation Wealth Partners
California
$4.88K
MCA
2191
McGuire Capital Advisors
Oklahoma
$4.88K
WAG
2192
Wilkerson Advisory Group
Missouri
$4.8K
IAS
2193
IMA Advisory Services
Colorado
$4.27K
WA
2194
WestEnd Advisors
North Carolina
$4.1K
ACA
2195
Atlas Capital Advisors
Wyoming
$4.1K
OAJ
2196
Ogorek Anthony Joseph
New York
$4K
TFGT
2197
TS Financial Group (TSFG)
Illinois
$4K
NA
2198
Networth Advisors
Pennsylvania
$3.92K
DPW
2199
DiNuzzo Private Wealth
Pennsylvania
$3.4K
VWA
2200
Valued Wealth Advisors
Utah
$2.92K