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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
PMG
2326
Private Management Group
California
KIM
2327
Kestra Investment Management
Texas
BW
2328
BXM Wealth
Colorado
EB
2329
Emprise Bank
Kansas
AWM
2330
Angeles Wealth Management
California
GC
2331
Garde Capital
Washington
FWP
2332
Fiduciary Wealth Partners
Massachusetts
CGFA
2333
Colton Groome Financial Advisors
North Carolina
HCP
2334
Hardin Capital Partners
South Carolina
MA
2335
MBA Advisors
Pennsylvania
QIM
2336
Quest Investment Management
Oregon
HIS
2337
Harvest Investment Services
Illinois
S
2338
Sunpointe
Missouri
MAC
2339
Mason & Associates (California)
California
CFS
2340
Commonwealth Financial Services
West Virginia
IFA
2341
Interactive Financial Advisors
Illinois
SWM
2342
Sterling Wealth Management
Illinois
TAM
2343
TCP Asset Management
Ohio
SFS
2344
Summit Financial Strategies
Ohio
CAM
2345
Covenant Asset Management
New Jersey
SFWC
2346
Strategic Family Wealth Counselors
New Jersey
EFSCE
2347
Enterprise Financial Services Corp (EFSC)
Missouri
GCA
2348
Gradient Capital Advisors
California
EPW
2349
Endeavor Private Wealth
Kansas
CF
2350
Clarity Financial
Texas