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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
WAM
626
Wolverine Asset Management
Illinois
$2.46M
MCM
627
McRae Capital Management
New Jersey
$2.45M
VRM
628
Vectors Research Management
New York
$2.43M
PWM
629
Perigon Wealth Management
California
$2.43M
RC
630
Rahlfs Capital
Texas
$2.43M
CI Investments Inc
631
CI Investments Inc
Ontario, Canada
$2.43M
LIA
632
LBMC Investment Advisors
Tennessee
$2.43M
TWP
633
Tyche Wealth Partners
Texas
$2.42M
LNWTC
634
Laird Norton Wetherby Trust Company
Washington
$2.4M
DB
635
Danske Bank
Denmark
$2.39M
SIG
636
Sargent Investment Group
Maryland
$2.39M
FA
637
Fiduciary Alliance
South Carolina
$2.38M
DGM
638
Delta Global Management
New York
$2.37M
GRP
639
Global Retirement Partners
California
$2.36M
SCP
640
Stamos Capital Partners
California
$2.34M
CPCPP
641
Canada Post Corporation Pension Plan
Canada
$2.33M
IWM
642
IHT Wealth Management
Illinois
$2.33M
CS
643
Capital Square
Tennessee
$2.32M
NW
644
Naviter Wealth
Arkansas
$2.32M
VCA
645
Verdence Capital Advisors
Maryland
$2.3M
ACM
646
Argyle Capital Management
Pennsylvania
$2.29M
KCPG
647
Kavar Capital Partners Group
Kansas
$2.27M
JGUA
648
John G. Ullman & Associates
New York
$2.27M
ZIC
649
ZWJ Investment Counsel
Georgia
$2.26M
AAMA
650
Advanced Asset Management Advisors
Ohio
$2.25M