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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
CG
2326
CFO4Life Group
Texas
HR
2327
Hardy Reed
Mississippi
BWM
2328
BankPlus Wealth Management
Mississippi
DW30
2329
Drucker Wealth 3.0
New Jersey
HCM
2330
Hilton Capital Management
New York
PPW
2331
Parcion Private Wealth
Washington
FFA
2332
Fragasso Financial Advisors
Pennsylvania
AWA
2333
AGH Wealth Advisors
Kansas
BDF
2334
Black Diamond Financial
Maryland
TWM
2335
Tanglewood Wealth Management
Texas
SLWA
2336
San Luis Wealth Advisors
California
BFF
2337
Byrne Financial Freedom
Massachusetts
FWA
2338
FSM Wealth Advisors
Ohio
AA
2339
ACT Advisors
North Carolina
CWM
2340
Crowley Wealth Management
Delaware
PFA
2341
Presper Financial Architects
Ohio
GSCM
2342
Greenfield Seitz Capital Management
Texas
ICP
2343
Interchange Capital Partners
Pennsylvania
PMG
2344
Private Management Group
California
KIM
2345
Kestra Investment Management
Texas
BW
2346
BXM Wealth
Colorado
EB
2347
Emprise Bank
Kansas
AWM
2348
Angeles Wealth Management
California
GC
2349
Garde Capital
Washington
FWP
2350
Fiduciary Wealth Partners
Massachusetts