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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
RFN
726
RDA Financial Network
Iowa
$1.87M
NWMG
727
Nicholson Wealth Management Group
South Carolina
$1.84M
NAM
728
NTV Asset Management
West Virginia
$1.84M
NB
729
NBT Bank
New York
$1.83M
EFG
730
Ethos Financial Group
Pennsylvania
$1.83M
AWM
731
Aprio Wealth Management
Georgia
$1.82M
PP
732
Patten & Patten
Tennessee
$1.82M
FBT
733
First Bankers Trust
Kentucky
$1.82M
AFCM
734
Applied Finance Capital Management
Puerto Rico
$1.81M
AIA
735
Armor Investment Advisors
North Carolina
$1.81M
VCM
736
Voleon Capital Management
California
$1.8M
FAMI
737
Fideuram Asset Management (Ireland)
$1.8M
WIA
738
World Investment Advisors
California
$1.8M
NP
739
NorthRock Partners
Minnesota
$1.78M
Allianz Asset Management
740
Allianz Asset Management
Germany
$1.78M
AIMCA
741
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.77M
FCCM
742
First City Capital Management
Georgia
$1.77M
WCM
743
Weaver Capital Management
Georgia
$1.75M
MAM
744
Mystic Asset Management
Rhode Island
$1.75M
FCP
745
Fidelis Capital Partners
Florida
$1.75M
PCM
746
Parsons Capital Management
Rhode Island
$1.75M
CIC
747
Canal Insurance Company
South Carolina
$1.74M
SCA
748
Snowden Capital Advisors
New York
$1.73M
AWM
749
Accurate Wealth Management
Florida
$1.72M
SAG
750
SageView Advisory Group
California
$1.72M