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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
CFG
2201
Clayton Financial Group
Missouri
$4.97K
EWP
2202
Elevation Wealth Partners
California
$4.88K
MCA
2203
McGuire Capital Advisors
Oklahoma
$4.88K
WAG
2204
Wilkerson Advisory Group
Missouri
$4.8K
IAS
2205
IMA Advisory Services
Colorado
$4.27K
WA
2206
WestEnd Advisors
North Carolina
$4.1K
ACA
2207
Atlas Capital Advisors
Wyoming
$4.1K
OAJ
2208
Ogorek Anthony Joseph
New York
$4K
TFGT
2209
TS Financial Group (TSFG)
Illinois
$4K
NA
2210
Networth Advisors
Pennsylvania
$3.92K
DPW
2211
DiNuzzo Private Wealth
Pennsylvania
$3.4K
VWA
2212
Valued Wealth Advisors
Utah
$2.92K
WW
2213
Winnow Wealth
Texas
$2.9K
IPS
2214
Investors Portfolio Services
Washington
$2.69K
HCM
2215
Hollencrest Capital Management
California
$2.62K
CA
2216
Crewe Advisors
Utah
$2.27K
AF
2217
Aviso Financial
Ontario, Canada
$2.27K
OCM
2218
Osbon Capital Management
Massachusetts
$2.01K
HC
2219
Hara Capital
Washington
$1.92K
ATC
2220
Advantage Trust Company
Kansas
$1.83K
YAL
2221
Your Advocates Ltd
Texas
$1.77K
1L
2222
10Elms LLP
Oklahoma
$1.74K
RWM
2223
Rialto Wealth Management
New York
$1.57K
DWA
2224
Delos Wealth Advisors
Texas
$1.57K
MWM
2225
Mascoma Wealth Management
New Hampshire
$1.57K