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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
BCP
876
Berkeley Capital Partners
Georgia
$1.21M
FMTC
877
Farmers & Merchants Trust Company
California
$1.21M
FWP
878
Firethorn Wealth Partners
Georgia
$1.2M
CB
879
Centennial Bank
Arkansas
$1.2M
DA
880
Detalus Advisors
Missouri
$1.2M
GEA
881
Glen Eagle Advisors
New Jersey
$1.2M
MSFS
882
Main Street Financial Solutions
Pennsylvania
$1.19M
EFMC
883
Empire Financial Management Company
New York
$1.19M
BTC
884
Bank & Trust Company
Illinois
$1.19M
ATC
885
Adirondack Trust Company
New York
$1.19M
FWM
886
ForthRight Wealth Management
Georgia
$1.19M
PCS
887
Personal CFO Solutions
New Jersey
$1.19M
Grantham, Mayo, Van Otterloo & Co (GMO)
888
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.18M
AFP
889
Ausdal Financial Partners
Iowa
$1.18M
MSS
890
Mitchell Sinkler & Starr
Pennsylvania
$1.18M
FMII
891
Farmers & Merchants Investments Inc
Nebraska
$1.18M
PA
892
Parallel Advisors
California
$1.17M
ISS
893
Intesa Sanpaolo SpA.
Italy
$1.17M
AA
894
ALPS Advisors
Colorado
$1.17M
AIM
895
Advyzon Investment Management
Illinois
$1.17M
PCG
896
Prosperity Consulting Group
Maryland
$1.16M
CA
897
Commerzbank Aktiengesellschaft
Germany
$1.16M
BFC
898
Blue Fin Capital
Rhode Island
$1.15M
KFGK
899
Keystone Financial Group (Kentucky)
Kentucky
$1.14M
CCG
900
Chatham Capital Group
Georgia
$1.14M