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Southern Company

2,226 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 856 increasing their positions, 801 reducing their positions, and 146 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

1% more funds holding

Funds holding: 2,2082,226 (+18)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.04B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,226
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
$1.96B
Puts
$1.61B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ESB
926
Essex Savings Bank
Connecticut
$1.07M
PA
927
Procyon Advisors
Connecticut
$1.07M
NDBT
928
North Dallas Bank & Trust
Texas
$1.07M
SCI
929
Stableford Capital II
Arizona
$1.07M
MIG
930
Meketa Investment Group
Massachusetts
$1.06M
IAN
931
Integrated Advisors Network
Texas
$1.06M
BC
932
Burney Company
Virginia
$1.05M
MYLI
933
Meiji Yasuda Life Insurance
Japan
$1.04M
DA
934
Dougherty & Associates
Florida
$1.04M
RGF
935
Retirement Guys Formula
Ohio
$1.04M
NFC
936
Northstar Financial Companies
Pennsylvania
$1.04M
MWM
937
M3 Wealth Management
Ohio
$1.04M
AFG
938
Allegheny Financial Group
Pennsylvania
$1.04M
FCB
939
First County Bank
Connecticut
$1.03M
TPI
940
Trust Point Inc
Wisconsin
$1.03M
UBV
941
United Bank (Virginia)
Virginia
$1.03M
SAI
942
Savvy Advisors Inc
New York
$1.03M
JIP
943
Jaffetilchin Investment Partners
Florida
$1.02M
RCM
944
Raleigh Capital Management
North Carolina
$1.01M
TWP
945
Triad Wealth Partners
Kansas
$1.01M
TL
946
Tradewinds LLC
North Carolina
$1.01M
AFC
947
AFT Forsyth & Company
Florida
$996K
1IA
948
1620 Investment Advisors
Massachusetts
$991K
CCA
949
Checchi Capital Advisers
California
$989K
GIPW
950
Granite Islands Private Wealth
Connecticut
$987K