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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
HFBOT
1026
Home Federal Bank of Tennessee
Tennessee
$862K
WAC
1027
William Allan Corp
Colorado
$859K
LCM
1028
Landscape Capital Management
New Jersey
$854K
WLIM
1029
White Lighthouse Investment Management
Massachusetts
$853K
SC
1030
Syon Capital
California
$849K
EM
1031
Excalibur Management
Massachusetts
$849K
AIMA
1032
Ables Iannone Moore & Associates
Georgia
$848K
HCMG
1033
Howard Capital Management Group
California
$846K
SFP
1034
Shepherd Financial Partners
Massachusetts
$844K
SAM
1035
Secure Asset Management
Michigan
$841K
IA
1036
Integrity Alliance
Iowa
$839K
CAM
1037
Cresset Asset Management
Illinois
$838K
SW
1038
SVB Wealth
Massachusetts
$838K
CP
1039
Cornerstone Planning
North Carolina
$836K
PIA
1040
Pinion Investment Advisors
Kansas
$834K
AAS
1041
Ameritas Advisory Services
Nebraska
$834K
BCWM
1042
Bartlett & Co Wealth Management
Ohio
$833K
CPC
1043
Cookson Peirce & Co
Pennsylvania
$831K
ACI
1044
Alpha Cubed Investments
California
$829K
ES
1045
Eagle Strategies
New York
$823K
MMG
1046
Monetary Management Group
Missouri
$820K
NAM
1047
NorthCrest Asset Manangement
Minnesota
$820K
GSWM
1048
Golden State Wealth Management
California
$819K
TBT
1049
Texas Bank & Trust
Texas
$815K
MMHP
1050
Murphy Middleton Hinkle & Parker
Georgia
$815K