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Southern Company

2,239 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 860 increasing their positions, 804 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%72.38% (+0.87%)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.03B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,239
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
OFG
601
OmniStar Financial Group
North Carolina
$2.59M
CNBTD
602
Citizens National Bank Trust Department
Mississippi
$2.59M
MSA
603
MUFG Securities Americas
New York
$2.59M
BIG
604
Brooklyn Investment Group
New York
$2.58M
MA
605
Mutual Advisors
Nebraska
$2.58M
AA
606
Armis Advisers
Georgia
$2.57M
CT
607
Caldwell Trust
Florida
$2.57M
PIM
608
Pullen Investment Management
Florida
$2.55M
HNB
609
Hilltop National Bank
Wyoming
$2.55M
AAF
610
Andra AP-fonden
Sweden
$2.55M
AIC
611
Aurora Investment Counsel
Georgia
$2.55M
FRA
612
Frank Rimerman Advisors
California
$2.54M
BC
613
Broadwater Capital
Massachusetts
$2.54M
KRSITF
614
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.53M
BW
615
BIP Wealth
Georgia
$2.52M
WWA
616
WCG Wealth Advisors
Nevada
$2.52M
JCM
617
Jacobi Capital Management
Pennsylvania
$2.52M
CCT
618
Chemung Canal Trust
New York
$2.52M
CFG
619
Citizens Financial Group
Rhode Island
$2.5M
HIC
620
Holderness Investments Company
North Carolina
$2.49M
OHWP
621
Oak Harbor Wealth Partners
North Carolina
$2.47M
ONST
622
Old North State Trust
North Carolina
$2.47M
FMTCOCP
623
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.47M
SFI
624
Siemens Fonds Invest
Germany
$2.47M
RCA
625
Ranch Capital Advisors
Florida
$2.46M