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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
BPA
376
Beacon Pointe Advisors
California
$6.58M
AIM
377
Anchor Investment Management
South Carolina
$6.58M
CMP
378
Coston McIsaac & Partners
Maine
$6.57M
NGA
379
Naples Global Advisors
Florida
$6.54M
Nordea Investment Management
380
Nordea Investment Management
Sweden
$6.49M
JFG
381
Jefferies Financial Group
New York
$6.46M
MPWT
382
MassMutual Private Wealth & Trust
Connecticut
$6.46M
OPTFSNA
383
Old Point Trust & Financial Services N A
Virginia
$6.45M
KWA
384
Kingswood Wealth Advisors
California
$6.43M
ATC
385
Argent Trust Co
Tennessee
$6.41M
NHC
386
Nicholas Hoffman & Company
Georgia
$6.4M
HFS
387
Hantz Financial Services
Michigan
$6.4M
VA
388
Vident Advisory
Georgia
$6.34M
BL
389
BFSG LLC
California
$6.32M
TIAA Trust, National Association
390
TIAA Trust, National Association
North Carolina
$6.3M
GI
391
GLOBALT Investments
Georgia
$6.28M
CAM
392
Carret Asset Management
New York
$6.27M
TCM
393
Telos Capital Management
California
$6.25M
MWM
394
Marietta Wealth Management
Georgia
$6.24M
CA
395
Carson Advisory
Georgia
$6.23M
AWM
396
AE Wealth Management
Kansas
$6.13M
GT
397
Glenview Trust
Kentucky
$6.1M
MMPW
398
Mitchell McLeod Pugh & Williams
Alabama
$6.07M
KRS
399
Kentucky Retirement Systems
Kentucky
$6.03M
FTC
400
Farmers Trust Company
Ohio
$6.02M