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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
UAG
951
United Advisor Group
Ohio
$986K
SOAMC
952
Spirit of America Management Corp
New York
$985K
SF
953
Symphony Financial
Texas
$985K
MA
954
MONECO Advisors
Connecticut
$984K
AWA
955
Aaron Wealth Advisors
Illinois
$983K
CA
956
CoreCap Advisors
Michigan
$983K
NPF
957
Norris Perne & French
Michigan
$982K
RMC
958
Resources Management Corp
Connecticut
$982K
1IA
959
1834 Investment Advisors
Wisconsin
$981K
KAS
960
KPP Advisory Services
Kentucky
$981K
RCI
961
RS Crum Inc
California
$980K
SC
962
Shuttleworth & Co
Ohio
$978K
BWP
963
Balboa Wealth Partners
Arizona
$975K
LCM
964
Leisure Capital Management
California
$973K
CL
965
CSS LLC
Illinois
$973K
CFA
966
Churchill Financial Advisors
Kentucky
$971K
NL
967
NWAM LLC
Washington
$971K
VA
968
VestGen Advisors
Illinois
$962K
HTC
969
Haverford Trust Company
Pennsylvania
$961K
AA
970
Ancora Advisors
Ohio
$958K
KCIC
971
Kuhn & Co Investment Counsel
Illinois
$957K
SMA
972
Sage Mountain Advisors
Georgia
$956K
FTWA
973
Fifth Third Wealth Advisors
Ohio
$956K
MBT
974
Montecito Bank & Trust
California
$948K
SWM
975
Silverlake Wealth Management
Vermont
$945K