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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
CFB
901
Cullen/Frost Bankers
Texas
$1.14M
BHBT
902
Burke & Herbert Bank & Trust
Virginia
$1.14M
SSWM
903
Sheets Smith Wealth Management
North Carolina
$1.14M
EFA
904
Edge Financial Advisors
Illinois
$1.14M
AF
905
Advisornet Financial
Minnesota
$1.13M
ECM
906
Evergreen Capital Management
Washington
$1.13M
DAM
907
Delta Asset Management
Tennessee
$1.13M
HBT
908
Hills Bank & Trust
Iowa
$1.13M
ACS
909
Archford Capital Strategies
Illinois
$1.13M
FSA
910
Financial Security Advisor
Virginia
$1.12M
API
911
Asset Planning Inc
California
$1.12M
EWM
912
Empirical Wealth Management
Washington
$1.12M
MSA
913
Marino Stram & Associates
Massachusetts
$1.12M
GC
914
Grimes & Company
Massachusetts
$1.12M
CCM
915
CFO Capital Management
Connecticut
$1.12M
CIAS
916
CFS Investment Advisory Services
New Jersey
$1.11M
NFG
917
Nations Financial Group
Iowa
$1.11M
FT
918
Fiduciary Trust
Massachusetts
$1.11M
WFS
919
Widmann Financial Services
Maryland
$1.11M
HIP
920
HUB Investment Partners
Texas
$1.11M
RP
921
Rowlandmiller & Partners
Georgia
$1.11M
MWM
922
Mosley Wealth Management
California
$1.1M
SA
923
SRH Advisors
Kansas
$1.1M
MWM
924
Mission Wealth Management
California
$1.1M
GWANC
925
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.08M