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Southern Company

2,257 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 237 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:

0.87% more ownership

Funds ownership: 71.51%72.39% (+0.87%)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.02B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,257
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
$1.97B
Puts
$1.62B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FBT
501
First Bank & Trust
South Dakota
$3.78M
BCM
502
Buckhead Capital Management
Georgia
$3.75M
FCBT
503
First Citizens Bank & Trust
North Carolina
$3.7M
DWP
504
Daymark Wealth Partners
Ohio
$3.7M
SPC
505
Sigma Planning Corp
Michigan
$3.68M
ONB
506
Old National Bancorp
Indiana
$3.66M
PAM
507
Palisade Asset Management
Minnesota
$3.65M
HAG
508
HighPoint Advisor Group
Illinois
$3.65M
TCA
509
Tortoise Capital Advisors
Kansas
$3.61M
MCM
510
Mainstay Capital Management
Michigan
$3.59M
CWP
511
Concord Wealth Partners
Virginia
$3.56M
PCIA
512
Prime Capital Investment Advisors
Kansas
$3.55M
TI
513
Tidal Investments
Wisconsin
$3.53M
ATFA
514
All Terrain Financial Advisors
Minnesota
$3.53M
CNBT
515
Canandaigua National Bank & Trust
New York
$3.51M
KWM
516
Kingsview Wealth Management
Oregon
$3.51M
LOAMS
517
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.51M
PAS
518
Park Avenue Securities
New York
$3.5M
EFS
519
Essex Financial Services
Connecticut
$3.5M
PGFC
520
Peapack-Gladstone Financial Corp
New Jersey
$3.49M
BO
521
Bank OZK
Arkansas
$3.48M
FNFDCM
522
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.47M
RF
523
Robbins Farley
New Hampshire
$3.45M
AIP
524
Ameritas Investment Partners
Nebraska
$3.44M
OAC
525
OMERS Administration Corp
Ontario, Canada
$3.42M