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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
HCP
2351
Hardin Capital Partners
South Carolina
CGFA
2352
Colton Groome Financial Advisors
North Carolina
MA
2353
MBA Advisors
Pennsylvania
QIM
2354
Quest Investment Management
Oregon
HIS
2355
Harvest Investment Services
Illinois
S
2356
Sunpointe
Missouri
MAC
2357
Mason & Associates (California)
California
CFS
2358
Commonwealth Financial Services
West Virginia
IFA
2359
Interactive Financial Advisors
Illinois
SWM
2360
Sterling Wealth Management
Illinois
TAM
2361
TCP Asset Management
Ohio
CAM
2362
Covenant Asset Management
New Jersey
SFS
2363
Summit Financial Strategies
Ohio
SFWC
2364
Strategic Family Wealth Counselors
New Jersey
EFSCE
2365
Enterprise Financial Services Corp (EFSC)
Missouri
GCA
2366
Gradient Capital Advisors
California
EPW
2367
Endeavor Private Wealth
Kansas
CF
2368
Clarity Financial
Texas
RWP
2369
Ridgecrest Wealth Partners
California
PWP
2370
Phillips Wealth Planners
Mississippi
PBK
2371
Peoples Bank (Kansas)
Kansas
HCMT
2372
Highland Capital Management (Tennessee)
Tennessee
TCM
2373
Tandem Capital Management
New Jersey
CIR
2374
Clear Investment Research
Georgia
CCA
2375
Catalyst Capital Advisors
New York