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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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
501
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.8M -$1.74K -19 -0%
CFO
502
Callan Family Office
Pennsylvania
$3.79M +$571K +6,250 +17%
FBT
503
First Bank & Trust
South Dakota
$3.78M -$176K -1,925 -4%
BCM
504
Buckhead Capital Management
Georgia
$3.75M +$38.3K +420 +1%
FCBT
505
First Citizens Bank & Trust
North Carolina
$3.7M -$223K -2,446 -5%
DWP
506
Daymark Wealth Partners
Ohio
$3.7M +$96.1K +1,053 +3%
SPC
507
Sigma Planning Corp
Michigan
$3.68M -$27.7K -303 -0.7%
ONB
508
Old National Bancorp
Indiana
$3.66M -$469K -5,139 -11%
PAM
509
Palisade Asset Management
Minnesota
$3.65M -$175K -1,921 -4%
HAG
510
HighPoint Advisor Group
Illinois
$3.65M +$345K +3,777 +10%
TCA
511
Tortoise Capital Advisors
Kansas
$3.61M +$252K +2,762 +7%
MCM
512
Mainstay Capital Management
Michigan
$3.59M -$179K -1,960 -5%
CWP
513
Concord Wealth Partners
Virginia
$3.56M +$293K +3,212 +9%
PCIA
514
Prime Capital Investment Advisors
Kansas
$3.55M -$90.8K -995 -2%
TI
515
Tidal Investments
Wisconsin
$3.53M +$1.11M +12,146 +43%
ATFA
516
All Terrain Financial Advisors
Minnesota
$3.53M -$203K -2,227 -5%
CNBT
517
Canandaigua National Bank & Trust
New York
$3.51M -$81.9K -897 -2%
KWM
518
Kingsview Wealth Management
Oregon
$3.51M +$81.3K +890 +2%
LOAMS
519
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.51M +$3.67M +40,253 New
PAS
520
Park Avenue Securities
New York
$3.5M -$459K -5,023 -11%
EFS
521
Essex Financial Services
Connecticut
$3.5M +$75.9K +831 +2%
PGFC
522
Peapack-Gladstone Financial Corp
New Jersey
$3.49M +$124K +1,356 +4%
BO
523
Bank OZK
Arkansas
$3.48M +$68.7K +753 +2%
FNFDCM
524
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.47M -$3.19K -35 -0.1%
RF
525
Robbins Farley
New Hampshire
$3.45M +$242K +2,648 +7%