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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
EWA
576
EverSource Wealth Advisors
Alabama
$2.83M
AW
577
Apricus Wealth
South Carolina
$2.82M
LHC
578
Little House Capital
Massachusetts
$2.82M
AAB
579
ABN AMRO Bank
Netherlands
$2.81M
IIM
580
Intact Investment Management
Quebec, Canada
$2.8M
BFG
581
Bleakley Financial Group
New Jersey
$2.79M
LS
582
Leelyn Smith
Illinois
$2.76M
JIC
583
Johnson Investment Counsel
Ohio
$2.75M
SIC
584
Shoker Investment Counsel
Ohio
$2.75M
BF
585
BOK Financial
Oklahoma
$2.74M
GLA
586
Great Lakes Advisors
Illinois
$2.74M
MFGM
587
Marshall Financial Group (Maryland)
Maryland
$2.72M
GVAG
588
Great Valley Advisor Group
Delaware
$2.7M
SC
589
SouthState Corp
Florida
$2.7M
BFO
590
Biltmore Family Office
North Carolina
$2.69M
PGF
591
Plan Group Financial
Oklahoma
$2.67M
T. Rowe Price Investment Management
592
T. Rowe Price Investment Management
Maryland
$2.64M
ET
593
Equitable Trust
Tennessee
$2.64M
HH
594
Hilltop Holdings
Texas
$2.63M
CCP
595
Clarkston Capital Partners
Michigan
$2.62M
SAI
596
Systematic Alpha Investments
New Jersey
$2.62M
SAM
597
Securian Asset Management
Minnesota
$2.61M
GWM
598
Geneos Wealth Management
Colorado
$2.61M
Koshinski Asset Management
599
Koshinski Asset Management
Illinois
$2.59M
OFG
600
OmniStar Financial Group
North Carolina
$2.59M