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Southern Company

2,261 hedge funds and large institutions have $69.6B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 241 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:

0.93% more ownership

Funds ownership: 71.51%72.44% (+0.93%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

7% less capital invested

Capital invested by funds: $74.6B → $69.6B (-$4.97B)

Holders
2,261
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
JFG
2201
JDM Financial Group
Texas
$8.72K
PAI
2202
Pittenger & Anderson Inc
Nebraska
$8.72K
AG
2203
AmeriFlex Group
Nevada
$8.37K
NWMP
2204
Noble Wealth Management PBC
Colorado
$8.37K
PCM
2205
Penserra Capital Management
California
$8K
CTWM
2206
Cherry Tree Wealth Management
Minnesota
$7.94K
BFS
2207
Bare Financial Services
Pennsylvania
$7.59K
LFA
2208
LGT Financial Advisors
Texas
$7.59K
TWD
2209
True Wealth Design
Ohio
$7.5K
ME
2210
McIlrath & Eck
Washington
$7.5K
DF
2211
DecisionPoint Financial
Arizona
$7.15K
CWA
2212
Carolina Wealth Advisors
South Carolina
$7.06K
RWPA
2213
Richard W. Paul & Associates
Michigan
$6.63K
CNBT
2214
Cornerstone National Bank & Trust
Illinois
$6.54K
NWM
2215
Nova Wealth Management
Florida
$6.5K
BHWM
2216
Bay Harbor Wealth Management
Maryland
$6.1K
PWA
2217
Principia Wealth Advisory
Texas
$6.02K
BFS
2218
Burkett Financial Services
South Carolina
$5.5K
PS
2219
PayPay Securities
Japan
$5.41K
FP
2220
Financial Perspectives
Minnesota
$5.05K
CFG
2221
Clayton Financial Group
Missouri
$4.97K
EWP
2222
Elevation Wealth Partners
California
$4.88K
MCA
2223
McGuire Capital Advisors
Oklahoma
$4.88K
WAG
2224
Wilkerson Advisory Group
Missouri
$4.8K
IAS
2225
IMA Advisory Services
Colorado
$4.27K