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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
AMBIA
651
Allen Mooney & Barnes Investment Advisors
Georgia
$2.24M
MAS
652
Meeder Advisory Services
Ohio
$2.24M
BCA
653
Bay Colony Advisors
Massachusetts
$2.22M
AUB
654
Atlantic Union Bankshares
Virginia
$2.22M
AAI
655
Aequim Alternative Investments
California
$2.21M
RDWM
656
Red Door Wealth Management
Tennessee
$2.21M
WI
657
Wealth Intelligence
Georgia
$2.19M
AAIM
658
American Assets Investment Management
California
$2.18M
AWP
659
Ascent Wealth Partners
New York
$2.18M
IJWM
660
Inman Jager Wealth Management
Mississippi
$2.18M
WANY
661
Wealthspire Advisors (New York)
New York
$2.17M
OTPPB
662
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.17M
CPSAC
663
Chas P. Smith & Associates (CPS)
Florida
$2.17M
PI
664
PFG Investments
New York
$2.16M
PS
665
Principal Securities
Iowa
$2.16M
WS
666
Wedbush Securities
California
$2.16M
MHS
667
M Holdings Securities
Oregon
$2.15M
WHRC
668
W.H. Reaves & Co
New Jersey
$2.15M
BMA
669
Brooks Moore & Associates
Tennessee
$2.15M
CW
670
CreativeOne Wealth
Kansas
$2.15M
AP
671
Americana Partners
Texas
$2.14M
ACG
672
Allen Capital Group
Nebraska
$2.14M
GI
673
GAMMA Investing
California
$2.13M
BBHC
674
Brown Brothers Harriman & Co
New York
$2.13M
DLCIG
675
D.L. Carlson Investment Group
New Hampshire
$2.12M