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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
AC
351
Allstate Corporation
Illinois
$7.27M
EH
352
Equitable Holdings
New York
$7.18M
HI
353
Harbour Investments
Wisconsin
$7.11M
UCFA
354
United Capital Financial Advisors
Texas
$7.03M
GC
355
Guggenheim Capital
Illinois
$7.02M
SWP
356
Stratos Wealth Partners
Ohio
$7.02M
KPWS
357
Kestra Private Wealth Services
Texas
$6.97M
CTC
358
Central Trust Company
Missouri
$6.95M
FPB
359
First PREMIER Bank
South Dakota
$6.93M
TNBTD
360
Trustmark National Bank Trust Department
Mississippi
$6.87M
OIMU
361
Osmosis Investment Management UK
United Kingdom
$6.84M
JWCA
362
J.W. Cole Advisors
Florida
$6.82M
CIG
363
Cullen Investment Group
Louisiana
$6.79M
PI
364
Parkside Investments
Illinois
$6.76M
Janus Henderson Group
365
Janus Henderson Group
United Kingdom
$6.76M
GT
366
Glenmede Trust
Pennsylvania
$6.76M
Assenagon Asset Management
367
Assenagon Asset Management
Luxembourg
$6.76M
TWC
368
TD Waterhouse Canada
Ontario, Canada
$6.72M
AMIM
369
Aull & Monroe Investment Management
Alabama
$6.7M
AFG
370
Albion Financial Group
Utah
$6.68M
CHC
371
City Holding Co
West Virginia
$6.63M
EIA
372
Edgemoor Investment Advisors
Maryland
$6.62M
SB
373
Simmons Bank
Arkansas
$6.61M
EDRH
374
Edmond de Rothschild Holding
Switzerland
$6.61M
CCM
375
Coldstream Capital Management
Washington
$6.59M