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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
BA
451
Baugh & Associates
Georgia
$4.58M
MOS
452
MGO One Seven
Ohio
$4.58M
CC
453
Cornerstone Capital
California
$4.57M
UB
454
UMB Bank
Missouri
$4.57M
MDCM
455
Morgan Dempsey Capital Management
Wisconsin
$4.55M
MCB
456
Morton Community Bank
Illinois
$4.52M
GIP
457
Greatmark Investment Partners
Georgia
$4.51M
EB
458
Eastern Bank
Massachusetts
$4.47M
LF
459
Longbow Finance
Switzerland
$4.46M
ATIA
460
American Trust Investment Advisors
New Hampshire
$4.45M
MW
461
Marble Wealth
Alabama
$4.44M
SWP
462
Sagespring Wealth Partners
Tennessee
$4.42M
OC
463
Oakworth Capital
Alabama
$4.41M
NMERB
464
New Mexico Educational Retirement Board
New Mexico
$4.41M
CBA
465
Coastal Bridge Advisors
Connecticut
$4.39M
HCM
466
Hengehold Capital Management
Ohio
$4.35M
NB
467
Norinchukin Bank
Japan
$4.31M
KTC
468
Kentucky Trust Company
Kentucky
$4.31M
WB
469
WesBanco Bank
West Virginia
$4.23M
WFMPM
470
Woodley Farra Manion Portfolio Management
Indiana
$4.23M
PI
471
PineBridge Investments
New York
$4.22M
LFAS
472
Level Four Advisory Services
Texas
$4.22M
GS
473
GWN Securities
Florida
$4.2M
EMPI
474
Elo Mutual Pension Insurance
Finland
$4.19M
HI
475
Horizon Investments
North Carolina
$4.19M