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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
OAJ
2226
Ogorek Anthony Joseph
New York
$4K
TFGT
2227
TS Financial Group (TSFG)
Illinois
$4K
NA
2228
Networth Advisors
Pennsylvania
$3.92K
DPW
2229
DiNuzzo Private Wealth
Pennsylvania
$3.4K
VWA
2230
Valued Wealth Advisors
Utah
$2.92K
WW
2231
Winnow Wealth
Texas
$2.9K
IPS
2232
Investors Portfolio Services
Washington
$2.69K
HCM
2233
Hollencrest Capital Management
California
$2.62K
CA
2234
Crewe Advisors
Utah
$2.27K
AF
2235
Aviso Financial
Ontario, Canada
$2.27K
OCM
2236
Osbon Capital Management
Massachusetts
$2.01K
HC
2237
Hara Capital
Washington
$1.92K
ATC
2238
Advantage Trust Company
Kansas
$1.83K
YAL
2239
Your Advocates Ltd
Texas
$1.77K
1L
2240
10Elms LLP
Oklahoma
$1.74K
RWM
2241
Rialto Wealth Management
New York
$1.57K
DWA
2242
Delos Wealth Advisors
Texas
$1.57K
MWM
2243
Mascoma Wealth Management
New Hampshire
$1.57K
ODE
2244
O'Domhnaill Enterprises
Wyoming
$1.31K
OCM
2245
Orion Capital Management
California
$1.22K
HFM
2246
Harvest Fund Management
China
$1K
WCM
2247
Winthrop Capital Management
Indiana
$1K
GFA
2248
Godfrey Financial Associates
New York
$959
MHIP
2249
Mountain Hill Investment Partners
New Jersey
$929
LIA
2250
Luken Investment Analytics
Tennessee
$872