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