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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
PWM
626
Perigon Wealth Management
California
$2.43M
RC
627
Rahlfs Capital
Texas
$2.43M
CI Investments Inc
628
CI Investments Inc
Ontario, Canada
$2.43M
LIA
629
LBMC Investment Advisors
Tennessee
$2.43M
TWP
630
Tyche Wealth Partners
Texas
$2.42M
LNWTC
631
Laird Norton Wetherby Trust Company
Washington
$2.4M
DB
632
Danske Bank
Denmark
$2.39M
SIG
633
Sargent Investment Group
Maryland
$2.39M
FA
634
Fiduciary Alliance
South Carolina
$2.38M
DGM
635
Delta Global Management
New York
$2.37M
GRP
636
Global Retirement Partners
California
$2.36M
SCP
637
Stamos Capital Partners
California
$2.34M
CPCPP
638
Canada Post Corporation Pension Plan
Canada
$2.33M
IWM
639
IHT Wealth Management
Illinois
$2.33M
CS
640
Capital Square
Tennessee
$2.32M
NW
641
Naviter Wealth
Arkansas
$2.32M
VCA
642
Verdence Capital Advisors
Maryland
$2.3M
ACM
643
Argyle Capital Management
Pennsylvania
$2.29M
KCPG
644
Kavar Capital Partners Group
Kansas
$2.27M
JGUA
645
John G. Ullman & Associates
New York
$2.27M
ZIC
646
ZWJ Investment Counsel
Georgia
$2.26M
AAMA
647
Advanced Asset Management Advisors
Ohio
$2.25M
LTAS
648
Linden Thomas Advisory Services
North Carolina
$2.25M
NI
649
Nepsis Inc
Minnesota
$2.25M
SC
650
Stolper & Co
Oklahoma
$2.25M