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Southern Company

2,242 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 227 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 (-$5.02B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,242
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
GCA
2351
Gradient Capital Advisors
California
EPW
2352
Endeavor Private Wealth
Kansas
CF
2353
Clarity Financial
Texas
RWP
2354
Ridgecrest Wealth Partners
California
PWP
2355
Phillips Wealth Planners
Mississippi
HCMT
2356
Highland Capital Management (Tennessee)
Tennessee
PBK
2357
Peoples Bank (Kansas)
Kansas
TCM
2358
Tandem Capital Management
New Jersey
CIR
2359
Clear Investment Research
Georgia
CCA
2360
Catalyst Capital Advisors
New York
LP
2361
LMR Partners
United Kingdom
MSG
2362
Main Street Group
Virginia
CCM
2363
Cutler Capital Management
Massachusetts
HWA
2364
Heartwood Wealth Advisors
Virginia
HFS
2365
Hopwood Financial Services
Virginia
PIM
2366
Plato Investment Management
Australia
NC
2367
North Capital
Utah
TIM
2368
Tortoise Investment Management
New York
TCM
2369
TruNorth Capital Management
Michigan
CLOS
2370
Compagnie Lombard Odier SCmA
Switzerland
SCA
2371
Stuart Chaussee & Associates
California
PCM
2372
Perritt Capital Management
Illinois
SAM
2373
Strive Asset Management
Ohio
GFWA
2374
Grey Fox Wealth Advisors
Delaware
CCM
2375
Cloud Capital Management
Washington