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