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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
AAMA
651
Advanced Asset Management Advisors
Ohio
$2.25M
LTAS
652
Linden Thomas Advisory Services
North Carolina
$2.25M
NI
653
Nepsis Inc
Minnesota
$2.25M
SC
654
Stolper & Co
Oklahoma
$2.25M
AMBIA
655
Allen Mooney & Barnes Investment Advisors
Georgia
$2.24M
MAS
656
Meeder Advisory Services
Ohio
$2.24M
BCA
657
Bay Colony Advisors
Massachusetts
$2.22M
AUB
658
Atlantic Union Bankshares
Virginia
$2.22M
AAI
659
Aequim Alternative Investments
California
$2.21M
RDWM
660
Red Door Wealth Management
Tennessee
$2.21M
WI
661
Wealth Intelligence
Georgia
$2.19M
AAIM
662
American Assets Investment Management
California
$2.18M
AWP
663
Ascent Wealth Partners
New York
$2.18M
IJWM
664
Inman Jager Wealth Management
Mississippi
$2.18M
WANY
665
Wealthspire Advisors (New York)
New York
$2.17M
OTPPB
666
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.17M
CPSAC
667
Chas P. Smith & Associates (CPS)
Florida
$2.17M
PI
668
PFG Investments
New York
$2.16M
PS
669
Principal Securities
Iowa
$2.16M
WS
670
Wedbush Securities
California
$2.16M
MHS
671
M Holdings Securities
Oregon
$2.15M
WHRC
672
W.H. Reaves & Co
New Jersey
$2.15M
BMA
673
Brooks Moore & Associates
Tennessee
$2.15M
CW
674
CreativeOne Wealth
Kansas
$2.15M
AP
675
Americana Partners
Texas
$2.14M