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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
WW
2201
Winnow Wealth
Texas
$2.9K
IPS
2202
Investors Portfolio Services
Washington
$2.69K
HCM
2203
Hollencrest Capital Management
California
$2.62K
CA
2204
Crewe Advisors
Utah
$2.27K
AF
2205
Aviso Financial
Ontario, Canada
$2.27K
HC
2206
Hara Capital
Washington
$1.92K
ATC
2207
Advantage Trust Company
Kansas
$1.83K
YAL
2208
Your Advocates Ltd
Texas
$1.77K
1L
2209
10Elms LLP
Oklahoma
$1.74K
RWM
2210
Rialto Wealth Management
New York
$1.57K
DWA
2211
Delos Wealth Advisors
Texas
$1.57K
MWM
2212
Mascoma Wealth Management
New Hampshire
$1.57K
ODE
2213
O'Domhnaill Enterprises
Wyoming
$1.31K
OCM
2214
Orion Capital Management
California
$1.22K
HFM
2215
Harvest Fund Management
China
$1K
WCM
2216
Winthrop Capital Management
Indiana
$1K
GFA
2217
Godfrey Financial Associates
New York
$959
MHIP
2218
Mountain Hill Investment Partners
New Jersey
$929
LIA
2219
Luken Investment Analytics
Tennessee
$872
HIA
2220
HFM Investment Advisors
New Jersey
$785
EFMH
2221
E Fund Management (HK)
Hong Kong
$617
YDMI
2222
Y.D. More Investments
Israel
$458
MI
2223
Motiv8 Investments
Florida
$192
AIM
2224
Arcadia Investment Management
Michigan
$175
RJA
2225
Ross\Johnson & Associates
Minnesota
$174