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Southern Company

2,225 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 856 increasing their positions, 801 reducing their positions, and 146 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

1% more funds holding

Funds holding: 2,2082,225 (+17)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.04B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,225
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
$1.96B
Puts
$1.61B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
251
Luther King Capital Management (LKCM)
Texas
$13.1M
IAA
252
Independent Advisor Alliance
North Carolina
$12.9M
VPIM
253
Vanguard Personalized Indexing Management
California
$12.9M
AF
254
Alerus Financial
North Dakota
$12.9M
YCM
255
Yousif Capital Management
Michigan
$12.7M
BCM
256
Brookstone Capital Management
Illinois
$12.7M
RIM
257
Rakuten Investment Management
Japan
$12.7M
BFA
258
Bragg Financial Advisors
North Carolina
$12.7M
SPS
259
Susquehanna Portfolio Strategies
Pennsylvania
$12.6M
ASN
260
Advisory Services Network
Georgia
$12.3M
AMG
261
Advisors Management Group
Wisconsin
$12.3M
Public Employees Retirement Association of Colorado
262
Public Employees Retirement Association of Colorado
Colorado
$12.2M
NAM
263
Nissay Asset Management
Japan
$12.1M
BBVA
264
Banco Bilbao Vizcaya Argentaria
Spain
$12.1M
CIBC Private Wealth Group
265
CIBC Private Wealth Group
Georgia
$12M
BIA
266
Biondo Investment Advisors
Pennsylvania
$12M
DC
267
Davenport & Co
Virginia
$12M
Tudor Investment Corp
268
Tudor Investment Corp
Connecticut
$11.9M
CIBC World Market
269
CIBC World Market
Ontario, Canada
$11.9M
KFC
270
Klingenstein Fields & Co
New York
$11.7M
VV
271
Verity & Verity
South Carolina
$11.7M
Pathstone Holdings
272
Pathstone Holdings
New Jersey
$11.6M
JPWM
273
Jamison Private Wealth Management
Georgia
$11.4M
CA
274
Cullinan Associates
Kentucky
$11.3M
William Blair & Company
275
William Blair & Company
Illinois
$11.2M