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Southern Company

2,261 hedge funds and large institutions have $69.6B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 241 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:

0.93% more ownership

Funds ownership: 71.51%72.44% (+0.93%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

7% less capital invested

Capital invested by funds: $74.6B → $69.6B (-$4.97B)

Holders
2,261
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
EDRH
376
Edmond de Rothschild Holding
Switzerland
$6.61M
CCM
377
Coldstream Capital Management
Washington
$6.59M
BPA
378
Beacon Pointe Advisors
California
$6.58M
AIM
379
Anchor Investment Management
South Carolina
$6.58M
CMP
380
Coston McIsaac & Partners
Maine
$6.57M
NGA
381
Naples Global Advisors
Florida
$6.54M
Nordea Investment Management
382
Nordea Investment Management
Sweden
$6.49M
JFG
383
Jefferies Financial Group
New York
$6.46M
MPWT
384
MassMutual Private Wealth & Trust
Connecticut
$6.46M
OPTFSNA
385
Old Point Trust & Financial Services N A
Virginia
$6.45M
KWA
386
Kingswood Wealth Advisors
California
$6.43M
ATC
387
Argent Trust Co
Tennessee
$6.41M
NHC
388
Nicholas Hoffman & Company
Georgia
$6.4M
HFS
389
Hantz Financial Services
Michigan
$6.4M
VA
390
Vident Advisory
Georgia
$6.34M
BL
391
BFSG LLC
California
$6.32M
TIAA Trust, National Association
392
TIAA Trust, National Association
North Carolina
$6.3M
GI
393
GLOBALT Investments
Georgia
$6.28M
CAM
394
Carret Asset Management
New York
$6.27M
TCM
395
Telos Capital Management
California
$6.25M
MWM
396
Marietta Wealth Management
Georgia
$6.24M
CA
397
Carson Advisory
Georgia
$6.23M
AWM
398
AE Wealth Management
Kansas
$6.13M
GT
399
Glenview Trust
Kentucky
$6.1M
MMPW
400
Mitchell McLeod Pugh & Williams
Alabama
$6.07M