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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
RBC
801
Romano Brothers & Co
Illinois
$1.51M
TG
802
TCW Group
California
$1.51M
AS
803
Altshuler Shaham
Israel
$1.51M
RFA
804
Rollins Financial Advisors
New York
$1.5M
LA
805
LVW Advisors
New York
$1.49M
BIM
806
Baldwin Investment Management
Pennsylvania
$1.49M
STA
807
Smith Thornton Advisors
Alabama
$1.48M
DP
808
Dearborn Partners
Illinois
$1.48M
TW
809
Tempo Wealth
Ohio
$1.48M
RBA
810
Richard Bernstein Advisors
New York
$1.47M
PWSG
811
Pacific Wealth Strategies Group
California
$1.46M
Vontobel Holding
812
Vontobel Holding
Switzerland
$1.46M
EARNEST Partners
813
EARNEST Partners
Georgia
$1.44M
Balyasny Asset Management
814
Balyasny Asset Management
Illinois
$1.44M
AIA
815
AssuredPartners Investment Advisors
Florida
$1.43M
SLI
816
Sumitomo Life Insurance
Japan
$1.43M
CG
817
Caprock Group
Idaho
$1.43M
GIC
818
Generali Investments CEE
Czech Republic
$1.43M
EWA
819
Elevate Wealth Advisory
Georgia
$1.42M
LGA
820
Lebenthal Global Advisors
New York
$1.42M
CPIA
821
Cornell Pochily Investment Advisors
New York
$1.42M
BHCM
822
Brevan Howard Capital Management
Jersey
$1.41M
XF
823
XML Financial
Maryland
$1.4M
KFBMI
824
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.4M
SFO
825
Stokes Family Office
Louisiana
$1.39M