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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
HTIM
676
Harbour Trust & Investment Management
Indiana
$2.1M
CIA
677
Cape Investment Advisory
Georgia
$2.1M
UBP
678
Union Bancaire Privee
Switzerland
$2.09M
FUBT
679
First United Bank & Trust
Maryland
$2.08M
GT
680
Greenleaf Trust
Michigan
$2.07M
PTC
681
Private Trust Company
Ohio
$2.07M
ATPW
682
Ashton Thomas Private Wealth
Arizona
$2.07M
RPGK
683
Retirement Planning Group (Kansas)
Kansas
$2.06M
PMIA
684
Patrick Mauro Investment Advisor
Illinois
$2.06M
AC
685
AlphaCore Capital
California
$2.06M
AFG
686
Atomi Financial Group
New York
$2.05M
IWC
687
Integrated Wealth Concepts
Massachusetts
$2.05M
CI
688
CX Institutional
Indiana
$2.04M
ZBNA
689
Zions Bancorporation, National Association
Utah
$2.03M
KA
690
Kovack Advisors
Florida
$2.02M
WBC
691
Westpac Banking Corp
Australia
$2.02M
TCOV
692
Trust Company of Vermont
Vermont
$2.02M
MBTD
693
Mechanics Bank - Trust Department
California
$2.01M
SOS
694
Silver Oak Securities
Tennessee
$2.01M
SAA
695
Southeast Asset Advisors
Georgia
$2.01M
AW
696
Alaethes Wealth
Nevada
$2M
MIP
697
Marietta Investment Partners
Wisconsin
$1.99M
SC
698
Sagefield Capital
Texas
$1.99M
MGP
699
M&G plc
United Kingdom
$1.99M
KPPF
700
Klein Pavlis & Peasley Financial
California
$1.98M