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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
AWA
2301
AGH Wealth Advisors
Kansas
BDF
2302
Black Diamond Financial
Maryland
TWM
2303
Tanglewood Wealth Management
Texas
SLWA
2304
San Luis Wealth Advisors
California
BFF
2305
Byrne Financial Freedom
Massachusetts
FWA
2306
FSM Wealth Advisors
Ohio
AA
2307
ACT Advisors
North Carolina
CWM
2308
Crowley Wealth Management
Delaware
PFA
2309
Presper Financial Architects
Ohio
GSCM
2310
Greenfield Seitz Capital Management
Texas
ICP
2311
Interchange Capital Partners
Pennsylvania
PMG
2312
Private Management Group
California
KIM
2313
Kestra Investment Management
Texas
BW
2314
BXM Wealth
Colorado
EB
2315
Emprise Bank
Kansas
AWM
2316
Angeles Wealth Management
California
GC
2317
Garde Capital
Washington
FWP
2318
Fiduciary Wealth Partners
Massachusetts
MA
2319
MBA Advisors
Pennsylvania
HCP
2320
Hardin Capital Partners
South Carolina
CGFA
2321
Colton Groome Financial Advisors
North Carolina
QIM
2322
Quest Investment Management
Oregon
HIS
2323
Harvest Investment Services
Illinois
S
2324
Sunpointe
Missouri
MAC
2325
Mason & Associates (California)
California