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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
WLIM
1026
White Lighthouse Investment Management
Massachusetts
$853K
SC
1027
Syon Capital
California
$849K
EM
1028
Excalibur Management
Massachusetts
$849K
AIMA
1029
Ables Iannone Moore & Associates
Georgia
$848K
HCMG
1030
Howard Capital Management Group
California
$846K
SFP
1031
Shepherd Financial Partners
Massachusetts
$844K
SAM
1032
Secure Asset Management
Michigan
$841K
IA
1033
Integrity Alliance
Iowa
$839K
CAM
1034
Cresset Asset Management
Illinois
$838K
SW
1035
SVB Wealth
Massachusetts
$838K
PIA
1036
Pinion Investment Advisors
Kansas
$834K
AAS
1037
Ameritas Advisory Services
Nebraska
$834K
BCWM
1038
Bartlett & Co Wealth Management
Ohio
$833K
CPC
1039
Cookson Peirce & Co
Pennsylvania
$831K
ACI
1040
Alpha Cubed Investments
California
$829K
ES
1041
Eagle Strategies
New York
$823K
MMG
1042
Monetary Management Group
Missouri
$820K
NAM
1043
NorthCrest Asset Manangement
Minnesota
$820K
GSWM
1044
Golden State Wealth Management
California
$819K
TBT
1045
Texas Bank & Trust
Texas
$815K
MMHP
1046
Murphy Middleton Hinkle & Parker
Georgia
$815K
LG
1047
LaFleur & Godfrey
Michigan
$814K
HR
1048
Howe & Rusling
New York
$814K
PT
1049
Plimoth Trust
Massachusetts
$813K
NF
1050
Nikulski Financial
Iowa
$812K