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Southern Company

2,261 hedge funds and large institutions have $69.6B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 241 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:

0.93% more ownership

Funds ownership: 71.51%72.44% (+0.93%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

7% less capital invested

Capital invested by funds: $74.6B → $69.6B (-$4.97B)

Holders
2,261
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
BFA
2326
Beacon Financial Advisory
Ohio
OL
2327
Optas LLC
Texas
FCA
2328
Fortis Capital Advisors
Kansas
SPA
2329
Sherbrooke Park Advisers
New York
CG
2330
CFO4Life Group
Texas
HR
2331
Hardy Reed
Mississippi
BWM
2332
BankPlus Wealth Management
Mississippi
DW30
2333
Drucker Wealth 3.0
New Jersey
HCM
2334
Hilton Capital Management
New York
PPW
2335
Parcion Private Wealth
Washington
FFA
2336
Fragasso Financial Advisors
Pennsylvania
AWA
2337
AGH Wealth Advisors
Kansas
BDF
2338
Black Diamond Financial
Maryland
TWM
2339
Tanglewood Wealth Management
Texas
SLWA
2340
San Luis Wealth Advisors
California
BFF
2341
Byrne Financial Freedom
Massachusetts
FWA
2342
FSM Wealth Advisors
Ohio
AA
2343
ACT Advisors
North Carolina
CWM
2344
Crowley Wealth Management
Delaware
PFA
2345
Presper Financial Architects
Ohio
GSCM
2346
Greenfield Seitz Capital Management
Texas
ICP
2347
Interchange Capital Partners
Pennsylvania
PMG
2348
Private Management Group
California
KIM
2349
Kestra Investment Management
Texas
BW
2350
BXM Wealth
Colorado