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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
CJ
2176
Caitlin John
Michigan
$13.1K
GWM
2177
Greenline Wealth Management
Florida
$12.9K
MSWM
2178
Mowery & Schoenfeld Wealth Management
Illinois
$12.8K
ECA
2179
Elevated Capital Advisors
Utah
$12.7K
SC
2180
Steph & Co
Wisconsin
$12.2K
KG
2181
Kilter Group
New York
$11.5K
BWM
2182
Benson Wealth Management
Tennessee
$11.5K
AP
2183
Aspect Partners
Virginia
$11.2K
SFAM
2184
Sawyer Falduto Asset Management
Illinois
$10.7K
LC
2185
Lavaca Capital
Texas
$10.6K
RS
2186
Rakuten Securities
Japan
$10.5K
Belvedere Trading
2187
Belvedere Trading
Illinois
$10.2K
SIC
2188
SJS Investment Consulting
Ohio
$10K
QL
2189
Quarry LP
New York
$9.94K
VR
2190
Vision Retirement
New Jersey
$9.55K
MFT
2191
Moisand Fitzgerald Tamayo
Florida
$9.24K
RWA
2192
Redmont Wealth Advisors
Illinois
$9.16K
TM
2193
Torren Management
California
$9.13K
WSCM
2194
Wellington Shields Capital Management
New York
$9.07K
CFS
2195
Compass Financial Services
Iowa
$8.87K
FFL
2196
Financial Freedom LLC
Ohio
$8.72K
CYG
2197
Clean Yield Group
Vermont
$8.72K
PAI
2198
Pittenger & Anderson Inc
Nebraska
$8.72K
JFG
2199
JDM Financial Group
Texas
$8.72K
AG
2200
AmeriFlex Group
Nevada
$8.37K