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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
CNBTD
601
Citizens National Bank Trust Department
Mississippi
$2.59M
MSA
602
MUFG Securities Americas
New York
$2.59M
BIG
603
Brooklyn Investment Group
New York
$2.58M
MA
604
Mutual Advisors
Nebraska
$2.58M
CT
605
Caldwell Trust
Florida
$2.57M
PIM
606
Pullen Investment Management
Florida
$2.55M
HNB
607
Hilltop National Bank
Wyoming
$2.55M
AAF
608
Andra AP-fonden
Sweden
$2.55M
AIC
609
Aurora Investment Counsel
Georgia
$2.55M
FRA
610
Frank Rimerman Advisors
California
$2.54M
BC
611
Broadwater Capital
Massachusetts
$2.54M
KRSITF
612
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.53M
BW
613
BIP Wealth
Georgia
$2.52M
WWA
614
WCG Wealth Advisors
Nevada
$2.52M
JCM
615
Jacobi Capital Management
Pennsylvania
$2.52M
CCT
616
Chemung Canal Trust
New York
$2.52M
CFG
617
Citizens Financial Group
Rhode Island
$2.5M
HIC
618
Holderness Investments Company
North Carolina
$2.49M
OHWP
619
Oak Harbor Wealth Partners
North Carolina
$2.47M
FMTCOCP
620
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.47M
SFI
621
Siemens Fonds Invest
Germany
$2.47M
RCA
622
Ranch Capital Advisors
Florida
$2.46M
WAM
623
Wolverine Asset Management
Illinois
$2.46M
MCM
624
McRae Capital Management
New Jersey
$2.45M
VRM
625
Vectors Research Management
New York
$2.43M