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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
RCAG
926
Rehmann Capital Advisory Group
Michigan
$1.08M
TBA
927
Tower Bridge Advisors
Pennsylvania
$1.08M
SIS
928
Sound Income Strategies
Florida
$1.08M
BWA
929
BlueChip Wealth Advisors
Georgia
$1.08M
ESB
930
Essex Savings Bank
Connecticut
$1.07M
PA
931
Procyon Advisors
Connecticut
$1.07M
NDBT
932
North Dallas Bank & Trust
Texas
$1.07M
SCI
933
Stableford Capital II
Arizona
$1.07M
MIG
934
Meketa Investment Group
Massachusetts
$1.06M
IAN
935
Integrated Advisors Network
Texas
$1.06M
BC
936
Burney Company
Virginia
$1.05M
MYLI
937
Meiji Yasuda Life Insurance
Japan
$1.04M
DA
938
Dougherty & Associates
Florida
$1.04M
RGF
939
Retirement Guys Formula
Ohio
$1.04M
NFC
940
Northstar Financial Companies
Pennsylvania
$1.04M
MWM
941
M3 Wealth Management
Ohio
$1.04M
AFG
942
Allegheny Financial Group
Pennsylvania
$1.04M
FCB
943
First County Bank
Connecticut
$1.03M
TPI
944
Trust Point Inc
Wisconsin
$1.03M
UBV
945
United Bank (Virginia)
Virginia
$1.03M
SAI
946
Savvy Advisors Inc
New York
$1.03M
JIP
947
Jaffetilchin Investment Partners
Florida
$1.02M
RCM
948
Raleigh Capital Management
North Carolina
$1.01M
TWP
949
Triad Wealth Partners
Kansas
$1.01M
TL
950
Tradewinds LLC
North Carolina
$1.01M