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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
AA
976
Ancora Advisors
Ohio
$958K
KCIC
977
Kuhn & Co Investment Counsel
Illinois
$957K
SMA
978
Sage Mountain Advisors
Georgia
$956K
FTWA
979
Fifth Third Wealth Advisors
Ohio
$956K
MBT
980
Montecito Bank & Trust
California
$948K
SWM
981
Silverlake Wealth Management
Vermont
$945K
WKWM
982
Walter & Keenan Wealth Management
Indiana
$945K
CTA
983
Chesley Taft & Associates
Illinois
$939K
RFG
984
RFP Financial Group
Georgia
$938K
MFIM
985
Mesirow Financial Investment Management
Illinois
$938K
SWM
986
SeaCrest Wealth Management
New York
$938K
SB
987
Strategic Blueprint
Georgia
$937K
AAM
988
AMI Asset Management
California
$934K
HPC
989
HM Payson & Co
Maine
$934K
JTWM
990
Jackson Thornton Wealth Management
Alabama
$934K
PAMG
991
Patton Albertson Miller Group
Tennessee
$933K
SLC
992
Second Line Capital
Louisiana
$932K
BMCM
993
Bryn Mawr Capital Management
Pennsylvania
$930K
WSFS
994
Wilmington Savings Fund Society
Delaware
$928K
SSWM
995
Smith Salley Wealth Management
North Carolina
$926K
AFP
996
ATLas Financial Planning
Georgia
$926K
MCA
997
Magnolia Capital Advisors
Mississippi
$923K
CI
998
Cigna Investments
Connecticut
$922K
WIM
999
Wiregrass Investment Management
Georgia
$920K
TC
1000
Tannin Capital
North Carolina
$913K