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