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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
NWMP
2201
Noble Wealth Management PBC
Colorado
$8.37K
PCM
2202
Penserra Capital Management
California
$8K
CTWM
2203
Cherry Tree Wealth Management
Minnesota
$7.94K
BFS
2204
Bare Financial Services
Pennsylvania
$7.59K
LFA
2205
LGT Financial Advisors
Texas
$7.59K
TWD
2206
True Wealth Design
Ohio
$7.5K
ME
2207
McIlrath & Eck
Washington
$7.5K
DF
2208
DecisionPoint Financial
Arizona
$7.15K
CWA
2209
Carolina Wealth Advisors
South Carolina
$7.06K
RWPA
2210
Richard W. Paul & Associates
Michigan
$6.63K
CNBT
2211
Cornerstone National Bank & Trust
Illinois
$6.54K
NWM
2212
Nova Wealth Management
Florida
$6.5K
BHWM
2213
Bay Harbor Wealth Management
Maryland
$6.1K
PWA
2214
Principia Wealth Advisory
Texas
$6.02K
BFS
2215
Burkett Financial Services
South Carolina
$5.5K
PS
2216
PayPay Securities
Japan
$5.41K
FP
2217
Financial Perspectives
Minnesota
$5.05K
CFG
2218
Clayton Financial Group
Missouri
$4.97K
EWP
2219
Elevation Wealth Partners
California
$4.88K
MCA
2220
McGuire Capital Advisors
Oklahoma
$4.88K
WAG
2221
Wilkerson Advisory Group
Missouri
$4.8K
IAS
2222
IMA Advisory Services
Colorado
$4.27K
WA
2223
WestEnd Advisors
North Carolina
$4.1K
ACA
2224
Atlas Capital Advisors
Wyoming
$4.1K
EPL
2225
Essential Partners LLC
California
$4.05K