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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
ACG
676
Allen Capital Group
Nebraska
$2.14M
GI
677
GAMMA Investing
California
$2.13M
BBHC
678
Brown Brothers Harriman & Co
New York
$2.13M
DLCIG
679
D.L. Carlson Investment Group
New Hampshire
$2.12M
HTIM
680
Harbour Trust & Investment Management
Indiana
$2.1M
CIA
681
Cape Investment Advisory
Georgia
$2.1M
UBP
682
Union Bancaire Privee
Switzerland
$2.09M
FUBT
683
First United Bank & Trust
Maryland
$2.08M
GT
684
Greenleaf Trust
Michigan
$2.07M
PTC
685
Private Trust Company
Ohio
$2.07M
ATPW
686
Ashton Thomas Private Wealth
Arizona
$2.07M
RPGK
687
Retirement Planning Group (Kansas)
Kansas
$2.06M
PMIA
688
Patrick Mauro Investment Advisor
Illinois
$2.06M
AC
689
AlphaCore Capital
California
$2.06M
AFG
690
Atomi Financial Group
New York
$2.05M
IWC
691
Integrated Wealth Concepts
Massachusetts
$2.05M
CI
692
CX Institutional
Indiana
$2.04M
ZBNA
693
Zions Bancorporation, National Association
Utah
$2.03M
KA
694
Kovack Advisors
Florida
$2.02M
WBC
695
Westpac Banking Corp
Australia
$2.02M
TCOV
696
Trust Company of Vermont
Vermont
$2.02M
MBTD
697
Mechanics Bank - Trust Department
California
$2.01M
SOS
698
Silver Oak Securities
Tennessee
$2.01M
SAA
699
Southeast Asset Advisors
Georgia
$2.01M
AW
700
Alaethes Wealth
Nevada
$2M