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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
BIM
801
Baldwin Investment Management
Pennsylvania
$1.49M
STA
802
Smith Thornton Advisors
Alabama
$1.48M
DP
803
Dearborn Partners
Illinois
$1.48M
TWL
804
Tempo Wealth, LLC
Ohio
$1.48M
RBA
805
Richard Bernstein Advisors
New York
$1.47M
PWSG
806
Pacific Wealth Strategies Group
California
$1.46M
Vontobel Holding
807
Vontobel Holding
Switzerland
$1.46M
EARNEST Partners
808
EARNEST Partners
Georgia
$1.44M
Balyasny Asset Management
809
Balyasny Asset Management
Illinois
$1.44M
AIA
810
AssuredPartners Investment Advisors
Florida
$1.43M
SLI
811
Sumitomo Life Insurance
Japan
$1.43M
CG
812
Caprock Group
Idaho
$1.43M
GIC
813
Generali Investments CEE
Czech Republic
$1.43M
EWA
814
Elevate Wealth Advisory
Georgia
$1.42M
LGA
815
Lebenthal Global Advisors
New York
$1.42M
CPIA
816
Cornell Pochily Investment Advisors
New York
$1.42M
BHCM
817
Brevan Howard Capital Management
Jersey
$1.41M
XF
818
XML Financial
Maryland
$1.4M
SFO
819
Stokes Family Office
Louisiana
$1.39M
CFA
820
CWS Financial Advisors
Michigan
$1.39M
CPL
821
Capital & Planning LLC
Georgia
$1.39M
HNWAG
822
High Net Worth Advisory Group
Florida
$1.38M
DG
823
DMC Group
Alabama
$1.37M
AAIM
824
Asset Advisors Investment Management
Georgia
$1.37M
RPWA
825
Regent Peak Wealth Advisors
Georgia
$1.37M