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Southern Company

2,227 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 221 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 funds holding

Funds holding:

0.86% more ownership

Funds ownership: 71.51%72.37% (+0.86%)

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
2,227
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
SWM
976
Silverlake Wealth Management
Vermont
$945K
WKWM
977
Walter & Keenan Wealth Management
Indiana
$945K
CTA
978
Chesley Taft & Associates
Illinois
$939K
RFG
979
RFP Financial Group
Georgia
$938K
MFIM
980
Mesirow Financial Investment Management
Illinois
$938K
SWM
981
SeaCrest Wealth Management
New York
$938K
SB
982
Strategic Blueprint
Georgia
$937K
AAM
983
AMI Asset Management
California
$934K
HPC
984
HM Payson & Co
Maine
$934K
JTWM
985
Jackson Thornton Wealth Management
Alabama
$934K
PAMG
986
Patton Albertson Miller Group
Tennessee
$933K
SLC
987
Second Line Capital
Louisiana
$932K
BMCM
988
Bryn Mawr Capital Management
Pennsylvania
$930K
WSFS
989
Wilmington Savings Fund Society
Delaware
$928K
SSWM
990
Smith Salley Wealth Management
North Carolina
$926K
AFP
991
ATLas Financial Planning
Georgia
$926K
MCA
992
Magnolia Capital Advisors
Mississippi
$923K
CI
993
Cigna Investments
Connecticut
$922K
WIM
994
Wiregrass Investment Management
Georgia
$920K
TC
995
Tannin Capital
North Carolina
$913K
WFI
996
West Family Investments
California
$913K
MAM
997
Mainsail Asset Management
Alabama
$910K
RL
998
Rogco LP
Oklahoma
$909K
Members Trust
999
Members Trust
Florida
$909K
RMP
1000
Richards, Merrill & Peterson
Washington
$905K