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