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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
KRS
401
Kentucky Retirement Systems
Kentucky
$6.03M
FTC
402
Farmers Trust Company
Ohio
$6.02M
AWM
403
Apollon Wealth Management
South Carolina
$6.02M
LA
404
Lifeworks Advisors
Michigan
$5.99M
SM
405
Sciencast Management
New Jersey
$5.97M
JHCP
406
Jackson Hole Capital Partners
Oklahoma
$5.96M
AAM
407
Advisors Asset Management
Colorado
$5.92M
BNP Paribas Asset Management
408
BNP Paribas Asset Management
France
$5.9M
BAMF
409
BI Asset Management Fondsmaeglerselskab
Denmark
$5.87M
MC
410
Moors & Cabot
Massachusetts
$5.81M
CAC
411
Core Alternative Capital
Georgia
$5.8M
CBTWT
412
Community Bank & Trust (Waco, Texas)
Texas
$5.79M
MIA
413
MainStreet Investment Advisors
Illinois
$5.78M
OC
414
Oppenheimer & Co
New York
$5.71M
AM
415
AGF Management
Ontario, Canada
$5.69M
WC
416
Woodstock Corp
Massachusetts
$5.67M
GW
417
Griffith & Werner
Georgia
$5.65M
HIMCH
418
Hartford Investment Management Co (HIMCO)
Connecticut
$5.54M
SBWIC
419
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.52M
SDIC
420
South Dakota Investment Council
South Dakota
$5.51M
TLP
421
Trinity Legacy Partners
Texas
$5.46M
EGM
422
Engineers Gate Manager
New York
$5.38M
SCM
423
Schnieders Capital Management
California
$5.3M
CICC
424
Capital Investment Counsel (Colorado)
Colorado
$5.29M
Envestnet Portfolio Solutions
425
Envestnet Portfolio Solutions
Illinois
$5.27M