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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
BRWA
851
B. Riley Wealth Advisors
Florida
$1.3M
VWM
852
Venturi Wealth Management
Texas
$1.29M
CSIC
853
Clifford Swan Investment Counsel
California
$1.29M
AG
854
Ascent Group
Virginia
$1.28M
FLPIM
855
F.L. Putnam Investment Management
Massachusetts
$1.28M
FC
856
FCA Corp
Texas
$1.27M
BOH
857
Bank of Hawaii
Hawaii
$1.27M
GA
858
GoalVest Advisory
New York
$1.27M
DAS
859
Diversify Advisory Services
Utah
$1.27M
BB
860
Busey Bank
Illinois
$1.27M
RFA
861
Register Financial Advisors
Georgia
$1.27M
SCM
862
Spreng Capital Management
Ohio
$1.27M
JWBC
863
J.W. Burns & Co
New York
$1.26M
FNB
864
Farmers National Bank
Kentucky
$1.26M
VA
865
Valmark Advisers
Ohio
$1.25M
AC
866
AXQ Capital
New Jersey
$1.25M
PTC
867
Philadelphia Trust Company
Pennsylvania
$1.25M
BWM
868
BCS Wealth Management
Tennessee
$1.24M
CB
869
Cadence Bank
Mississippi
$1.24M
TT
870
TI-Trust
Illinois
$1.23M
RPCONE
871
Retirement Planning Company of New England
Rhode Island
$1.23M
NSUP
872
NLB Skladi upravljanje premozenja
$1.22M
MYAM
873
Meiji Yasuda Asset Management
Japan
$1.22M
SWM
874
Sculati Wealth Management
Michigan
$1.21M
GSEP
875
Golden State Equity Partners
California
$1.21M