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Southern Company

2,239 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 860 increasing their positions, 804 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%72.38% (+0.87%)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.03B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,239
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
AG
851
Ascent Group
Virginia
$1.28M
FLPIM
852
F.L. Putnam Investment Management
Massachusetts
$1.28M
FC
853
FCA Corp
Texas
$1.27M
BOH
854
Bank of Hawaii
Hawaii
$1.27M
GA
855
GoalVest Advisory
New York
$1.27M
DAS
856
Diversify Advisory Services
Utah
$1.27M
BB
857
Busey Bank
Illinois
$1.27M
RFA
858
Register Financial Advisors
Georgia
$1.27M
SCM
859
Spreng Capital Management
Ohio
$1.27M
JWBC
860
J.W. Burns & Co
New York
$1.26M
FNB
861
Farmers National Bank
Kentucky
$1.26M
VA
862
Valmark Advisers
Ohio
$1.25M
AC
863
AXQ Capital
New Jersey
$1.25M
PTC
864
Philadelphia Trust Company
Pennsylvania
$1.25M
BWM
865
BCS Wealth Management
Tennessee
$1.24M
CB
866
Cadence Bank
Mississippi
$1.24M
TT
867
TI-Trust
Illinois
$1.23M
RPCONE
868
Retirement Planning Company of New England
Rhode Island
$1.23M
NSUP
869
NLB Skladi upravljanje premozenja
$1.22M
MYAM
870
Meiji Yasuda Asset Management
Japan
$1.22M
SWM
871
Sculati Wealth Management
Michigan
$1.21M
GSEP
872
Golden State Equity Partners
California
$1.21M
BCP
873
Berkeley Capital Partners
Georgia
$1.21M
FMTC
874
Farmers & Merchants Trust Company
California
$1.21M
FWP
875
Firethorn Wealth Partners
Georgia
$1.2M