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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
AWM
401
Apollon Wealth Management
South Carolina
$6.02M
LA
402
Lifeworks Advisors
Michigan
$5.99M
SM
403
Sciencast Management
New Jersey
$5.97M
JHCP
404
Jackson Hole Capital Partners
Oklahoma
$5.96M
AAM
405
Advisors Asset Management
Colorado
$5.92M
BNP Paribas Asset Management
406
BNP Paribas Asset Management
France
$5.9M
BAMF
407
BI Asset Management Fondsmaeglerselskab
Denmark
$5.87M
MC
408
Moors & Cabot
Massachusetts
$5.81M
CAC
409
Core Alternative Capital
Georgia
$5.8M
CBTWT
410
Community Bank & Trust (Waco, Texas)
Texas
$5.79M
MIA
411
MainStreet Investment Advisors
Illinois
$5.78M
OC
412
Oppenheimer & Co
New York
$5.71M
AM
413
AGF Management
Ontario, Canada
$5.69M
WC
414
Woodstock Corp
Massachusetts
$5.67M
GW
415
Griffith & Werner
Georgia
$5.65M
HIMCH
416
Hartford Investment Management Co (HIMCO)
Connecticut
$5.54M
SBWIC
417
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.52M
SDIC
418
South Dakota Investment Council
South Dakota
$5.51M
TLP
419
Trinity Legacy Partners
Texas
$5.46M
EGM
420
Engineers Gate Manager
New York
$5.38M
SCM
421
Schnieders Capital Management
California
$5.3M
CICC
422
Capital Investment Counsel (Colorado)
Colorado
$5.29M
Envestnet Portfolio Solutions
423
Envestnet Portfolio Solutions
Illinois
$5.27M
PP
424
Prudential plc
United Kingdom
$5.26M
MCC
425
Money Concepts Capital
Florida
$5.23M