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Southern Company

2,210 hedge funds and large institutions have $69.3B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 850 increasing their positions, 799 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:

0% more funds holding

Funds holding: 2,2072,210 (+3)

7% less capital invested

Capital invested by funds: $74.6B → $69.3B (-$5.23B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,210
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
GC
2301
Garde Capital
Washington
FWP
2302
Fiduciary Wealth Partners
Massachusetts
HCP
2303
Hardin Capital Partners
South Carolina
CGFA
2304
Colton Groome Financial Advisors
North Carolina
MA
2305
MBA Advisors
Pennsylvania
QIM
2306
Quest Investment Management
Oregon
HIS
2307
Harvest Investment Services
Illinois
S
2308
Sunpointe
Missouri
MAC
2309
Mason & Associates (California)
California
CFS
2310
Commonwealth Financial Services
West Virginia
IFA
2311
Interactive Financial Advisors
Illinois
SWM
2312
Sterling Wealth Management
Illinois
TAM
2313
TCP Asset Management
Ohio
CAM
2314
Covenant Asset Management
New Jersey
SFS
2315
Summit Financial Strategies
Ohio
SFWC
2316
Strategic Family Wealth Counselors
New Jersey
EFSCE
2317
Enterprise Financial Services Corp (EFSC)
Missouri
GCA
2318
Gradient Capital Advisors
California
EPW
2319
Endeavor Private Wealth
Kansas
CF
2320
Clarity Financial
Texas
RWP
2321
Ridgecrest Wealth Partners
California
PWP
2322
Phillips Wealth Planners
Mississippi
PBK
2323
Peoples Bank (Kansas)
Kansas
HCMT
2324
Highland Capital Management (Tennessee)
Tennessee
TCM
2325
Tandem Capital Management
New Jersey