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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

64% more first-time investments, than exits

New positions opened: 241 | Existing positions closed: 147

22% more call options, than puts

Call options by funds: $1.97B | Put options by funds: $1.62B

2% more funds holding

Funds holding: 2,2142,261 (+47)

8% more repeat investments, than reductions

Existing positions increased: 864 | Existing positions reduced: 803

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
+47
Holders Change %
+2.12%
% of All Funds
27.51%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.19%
New
241
Increased
864
Reduced
803
Closed
147
Calls
$1.97B
Puts
$1.62B
Net Calls
+$352M
Net Calls Change
+$80.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EMPI
476
Elo Mutual Pension Insurance
Finland
$4.19M +$1.38M +15,070 +46%
HI
477
Horizon Investments
North Carolina
$4.19M -$1.17M -12,797 -21%
FISPB
478
Fideuram - Intesa Sanpaolo Private Banking
$4.17M +$4.37M +47,861 New
Brown Advisory
479
Brown Advisory
Maryland
$4.16M -$450K -4,934 -9%
PSC
480
Portman Square Capital
United Kingdom
$4.15M +$4.35M +47,629 New
AF
481
Apollon Financial
South Carolina
$4.13M +$106K +1,159 +3%
AAS
482
Annex Advisory Services
Wisconsin
$4.12M -$8.31K -91 -0.2%
FDCDDQ
483
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.11M +$469K +5,134 +12%
MA
484
Montag & Associates
Georgia
$4.11M -$35.4K -388 -0.8%
B
485
Bailard
California
$4.08M +$253K +2,767 +6%
LWANC
486
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.08M -$49.3K -540 -1%
RWM
487
Rench Wealth Management
Texas
$3.96M +$822 +9 +0%
MSE
488
MUFG Securities EMEA
United Kingdom
$3.93M +$2.2M +24,056 +114%
DE
489
Diversified Enterprises
Delaware
$3.93M +$11.1K +122 +0.3%
WFG
490
Wills Financial Group
Virginia
$3.93M +$115K +1,256 +3%
NIM
491
NXG Investment Management
Texas
$3.92M
USCWA
492
U.S. Capital Wealth Advisors
Texas
$3.92M +$858K +9,393 +26%
RCIM
493
Red Cedar Investment Management
Michigan
$3.92M
Acadian Asset Management
494
Acadian Asset Management
Massachusetts
$3.84M +$3.81M +41,694 +1,747%
TA
495
TrueWealth Advisors
Alabama
$3.83M -$91 -1 -0%
PFA
496
Pathway Financial Advisers
Indiana
$3.83M -$5.57K -61 -0.1%
WC
497
Waterloo Capital
Texas
$3.82M +$40.4K +442 +1%
VT
498
Vise Technologies
New York
$3.81M +$1.29M +14,094 +48%
AAIS
499
ABN AMRO Investment Solutions
$3.81M +$3.99M +43,700 New
MIM
500
MTM Investment Management
South Carolina
$3.8M -$91 -1 -0%