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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
BG
776
Bahl & Gaynor
Ohio
$1.62M
WSC
777
Wellington Shields & Co
New York
$1.61M
AC
778
Apella Capital
Connecticut
$1.61M
BSB
779
Bangor Savings Bank
Maine
$1.61M
SC
780
Swan Capital
Florida
$1.6M
IP
781
Ignite Planners
California
$1.6M
TPCW
782
TD Private Client Wealth
New York
$1.59M
TE
783
Tema ETFs
New York
$1.59M
WPC
784
Wedmont Private Capital
Pennsylvania
$1.58M
MFG
785
Monte Financial Group
Connecticut
$1.58M
OPA
786
Old Port Advisors
Maine
$1.57M
PC
787
Parrish Capital
Georgia
$1.57M
ERIC
788
Eagle Rock Investment Company
Georgia
$1.57M
PFSC
789
Peoples Financial Services Corp
Pennsylvania
$1.57M
PWA
790
Primoris Wealth Advisors
Florida
$1.56M
SMC
791
Smith, Moore & Co
Missouri
$1.56M
DT
792
Diversified Trust
Tennessee
$1.56M
AWM
793
Axxcess Wealth Management
California
$1.56M
SS
794
SBI Securities
Japan
$1.55M
WFA
795
WJ Financial Advisors
Connecticut
$1.55M
NW
796
NewEdge Wealth
Pennsylvania
$1.54M
GG
797
Gleason Group
Kentucky
$1.53M
AF
798
AGP Franklin
Tennessee
$1.53M
HCM
799
Huber Capital Management
California
$1.53M
JWM
800
Jeppson Wealth Management
California
$1.51M