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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
FISPB
476
Fideuram - Intesa Sanpaolo Private Banking
$4.17M
Brown Advisory
477
Brown Advisory
Maryland
$4.16M
PSC
478
Portman Square Capital
United Kingdom
$4.15M
AF
479
Apollon Financial
South Carolina
$4.13M
AAS
480
Annex Advisory Services
Wisconsin
$4.12M
FDCDDQ
481
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.11M
MA
482
Montag & Associates
Georgia
$4.11M
B
483
Bailard
California
$4.08M
LWANC
484
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.08M
RWM
485
Rench Wealth Management
Texas
$3.96M
MSE
486
MUFG Securities EMEA
United Kingdom
$3.93M
DE
487
Diversified Enterprises
Delaware
$3.93M
WFG
488
Wills Financial Group
Virginia
$3.93M
NIM
489
NXG Investment Management
Texas
$3.92M
USCWA
490
U.S. Capital Wealth Advisors
Texas
$3.92M
RCIM
491
Red Cedar Investment Management
Michigan
$3.92M
Acadian Asset Management
492
Acadian Asset Management
Massachusetts
$3.84M
TA
493
TrueWealth Advisors
Alabama
$3.83M
PFA
494
Pathway Financial Advisers
Indiana
$3.83M
WC
495
Waterloo Capital
Texas
$3.82M
VT
496
Vise Technologies
New York
$3.81M
AAIS
497
ABN AMRO Investment Solutions
$3.81M
MIM
498
MTM Investment Management
South Carolina
$3.8M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
499
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.8M
CFO
500
Callan Family Office
Pennsylvania
$3.79M