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Southern Company

2,226 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 220 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: 2,2082,226 (+18)

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
2,226
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
SOADOR
301
State of Alaska Department of Revenue
Alaska
$9.55M
FNBOO
302
First National Bank of Omaha
Nebraska
$9.39M
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$9.3M
PAG
304
Private Advisor Group
New Jersey
$9.25M
ACIM
305
Azimuth Capital Investment Management
Michigan
$9.22M
TI
306
Trexquant Investment
Connecticut
$9.15M
RT
307
Rockland Trust
Massachusetts
$9.14M
Lido Advisors
308
Lido Advisors
California
$9.06M
SG
309
StoneX Group
New York
$9.06M
AWAG
310
ARS Wealth Advisors Group
Florida
$9M
CIA
311
Concurrent Investment Advisors
Florida
$8.89M
TH
312
TCTC Holdings
Texas
$8.83M
KBC Group
313
KBC Group
Belgium
$8.83M
VWA
314
Visionary Wealth Advisors
Illinois
$8.8M
FCH
315
Freestone Capital Holdings
Washington
$8.8M
PWP
316
Principle Wealth Partners
Connecticut
$8.77M
IIM
317
INTECH Investment Management
Florida
$8.75M
DADC
318
D.A. Davidson & Co
Montana
$8.67M
Pacer Advisors
319
Pacer Advisors
Pennsylvania
$8.64M
VIM
320
Vinva Investment Management
Australia
$8.6M
AIS
321
AM Investment Strategies
Tennessee
$8.53M
SPC
322
Spirepoint Private Client
Florida
$8.51M
SFA
323
Sequoia Financial Advisors
Ohio
$8.5M
FG
324
Fiduciary Group
Georgia
$8.42M
RIL
325
Rothschild Investment LLC
Illinois
$8.41M