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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
CWM
2301
Compass Wealth Management
Connecticut
FFBTD
2302
First Financial Bank - Trust Division
Ohio
CWMK
2303
Caliber Wealth Management (Kansas)
Kansas
BFA
2304
Beacon Financial Advisory
Ohio
OL
2305
Optas LLC
Texas
FCA
2306
Fortis Capital Advisors
Kansas
SPA
2307
Sherbrooke Park Advisers
New York
CG
2308
CFO4Life Group
Texas
HR
2309
Hardy Reed
Mississippi
BWM
2310
BankPlus Wealth Management
Mississippi
DW30
2311
Drucker Wealth 3.0
New Jersey
HCM
2312
Hilton Capital Management
New York
PPW
2313
Parcion Private Wealth
Washington
FFA
2314
Fragasso Financial Advisors
Pennsylvania
AWA
2315
AGH Wealth Advisors
Kansas
BDF
2316
Black Diamond Financial
Maryland
TWM
2317
Tanglewood Wealth Management
Texas
SLWA
2318
San Luis Wealth Advisors
California
BFF
2319
Byrne Financial Freedom
Massachusetts
FWA
2320
FSM Wealth Advisors
Ohio
AA
2321
ACT Advisors
North Carolina
CWM
2322
Crowley Wealth Management
Delaware
PFA
2323
Presper Financial Architects
Ohio
GSCM
2324
Greenfield Seitz Capital Management
Texas
ICP
2325
Interchange Capital Partners
Pennsylvania