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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
GI
676
GAMMA Investing
California
$2.13M
BBHC
677
Brown Brothers Harriman & Co
New York
$2.13M
DLCIG
678
D.L. Carlson Investment Group
New Hampshire
$2.12M
HTIM
679
Harbour Trust & Investment Management
Indiana
$2.1M
CIA
680
Cape Investment Advisory
Georgia
$2.1M
UBP
681
Union Bancaire Privee
Switzerland
$2.09M
FUBT
682
First United Bank & Trust
Maryland
$2.08M
GT
683
Greenleaf Trust
Michigan
$2.07M
PTC
684
Private Trust Company
Ohio
$2.07M
ATPW
685
Ashton Thomas Private Wealth
Arizona
$2.07M
RPGK
686
Retirement Planning Group (Kansas)
Kansas
$2.06M
PMIA
687
Patrick Mauro Investment Advisor
Illinois
$2.06M
AC
688
AlphaCore Capital
California
$2.06M
AFG
689
Atomi Financial Group
New York
$2.05M
IWC
690
Integrated Wealth Concepts
Massachusetts
$2.05M
CI
691
CX Institutional
Indiana
$2.04M
ZBNA
692
Zions Bancorporation, National Association
Utah
$2.03M
KA
693
Kovack Advisors
Florida
$2.02M
WBC
694
Westpac Banking Corp
Australia
$2.02M
TCOV
695
Trust Company of Vermont
Vermont
$2.02M
MBTD
696
Mechanics Bank - Trust Department
California
$2.01M
SOS
697
Silver Oak Securities
Tennessee
$2.01M
SAA
698
Southeast Asset Advisors
Georgia
$2.01M
AW
699
Alaethes Wealth
Nevada
$2M
MIP
700
Marietta Investment Partners
Wisconsin
$1.99M