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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
CCWM
926
Cassaday & Co Wealth Management
Virginia
$1.08M
TCM
927
Twin Capital Management
Pennsylvania
$1.08M
SWM
928
Spire Wealth Management
Virginia
$1.08M
RCAG
929
Rehmann Capital Advisory Group
Michigan
$1.08M
TBA
930
Tower Bridge Advisors
Pennsylvania
$1.08M
SIS
931
Sound Income Strategies
Florida
$1.08M
BWA
932
BlueChip Wealth Advisors
Georgia
$1.08M
ESB
933
Essex Savings Bank
Connecticut
$1.07M
PA
934
Procyon Advisors
Connecticut
$1.07M
NDBT
935
North Dallas Bank & Trust
Texas
$1.07M
SCI
936
Stableford Capital II
Arizona
$1.07M
MIG
937
Meketa Investment Group
Massachusetts
$1.06M
IAN
938
Integrated Advisors Network
Texas
$1.06M
BC
939
Burney Company
Virginia
$1.05M
MYLI
940
Meiji Yasuda Life Insurance
Japan
$1.04M
DA
941
Dougherty & Associates
Florida
$1.04M
RGF
942
Retirement Guys Formula
Ohio
$1.04M
NFC
943
Northstar Financial Companies
Pennsylvania
$1.04M
AFG
944
Allegheny Financial Group
Pennsylvania
$1.04M
FCB
945
First County Bank
Connecticut
$1.03M
TPI
946
Trust Point Inc
Wisconsin
$1.03M
UBV
947
United Bank (Virginia)
Virginia
$1.03M
SAI
948
Savvy Advisors Inc
New York
$1.03M
JIP
949
Jaffetilchin Investment Partners
Florida
$1.02M
RCM
950
Raleigh Capital Management
North Carolina
$1.01M