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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
TM
2176
Torren Management
California
$9.13K
WSCM
2177
Wellington Shields Capital Management
New York
$9.07K
CFS
2178
Compass Financial Services
Iowa
$8.87K
JFG
2179
JDM Financial Group
Texas
$8.72K
FFL
2180
Financial Freedom LLC
Ohio
$8.72K
CYG
2181
Clean Yield Group
Vermont
$8.72K
PAI
2182
Pittenger & Anderson Inc
Nebraska
$8.72K
AG
2183
AmeriFlex Group
Nevada
$8.37K
NWMP
2184
Noble Wealth Management PBC
Colorado
$8.37K
PCM
2185
Penserra Capital Management
California
$8K
CTWM
2186
Cherry Tree Wealth Management
Minnesota
$7.94K
BFS
2187
Bare Financial Services
Pennsylvania
$7.59K
LFA
2188
LGT Financial Advisors
Texas
$7.59K
TWD
2189
True Wealth Design
Ohio
$7.5K
ME
2190
McIlrath & Eck
Washington
$7.5K
DF
2191
DecisionPoint Financial
Arizona
$7.15K
CWA
2192
Carolina Wealth Advisors
South Carolina
$7.06K
RWPA
2193
Richard W. Paul & Associates
Michigan
$6.63K
CNBT
2194
Cornerstone National Bank & Trust
Illinois
$6.54K
NWM
2195
Nova Wealth Management
Florida
$6.5K
BHWM
2196
Bay Harbor Wealth Management
Maryland
$6.1K
PWA
2197
Principia Wealth Advisory
Texas
$6.02K
BFS
2198
Burkett Financial Services
South Carolina
$5.5K
PS
2199
PayPay Securities
Japan
$5.41K
FP
2200
Financial Perspectives
Minnesota
$5.05K