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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
SIC
1051
Salem Investment Counselors
North Carolina
$811K
CPIG
1052
Chicago Partners Investment Group
Illinois
$810K
BAM
1053
Belpointe Asset Management
Nevada
$810K
WDC
1054
Woodward Diversified Capital
California
$805K
SP
1055
Successful Portfolios
Florida
$800K
AWM
1056
Affinity Wealth Management
Delaware
$798K
DCM
1057
Davis Capital Management
Florida
$797K
Lazard Asset Management
1058
Lazard Asset Management
New York
$794K
VAS
1059
Vestmark Advisory Solutions
Massachusetts
$793K
MSWM
1060
McGlone Suttner Wealth Management
Wisconsin
$792K
HSA
1061
HBK Sorce Advisory
Pennsylvania
$790K
CWM
1062
Chesapeake Wealth Management
Virginia
$787K
OFS
1063
OneAscent Financial Services
Alabama
$786K
BCG
1064
Breakwater Capital Group
New Jersey
$781K
CBOR
1065
Community Bank of Raymore
Missouri
$780K
BL
1066
Balentine LLC
Georgia
$780K
MFC
1067
Mechanics Financial Corp
Ohio
$777K
EWM
1068
Evercore Wealth Management
New York
$776K
JAG
1069
Journey Advisory Group
Kentucky
$772K
IIL
1070
Insight Inv LLC
California
$771K
CAC
1071
Certified Advisory Corp
Florida
$770K
FFM
1072
Fullerton Fund Management
Singapore
$769K
CI
1073
Cherokee Insurance
Michigan
$767K
KIG
1074
Kennedy Investment Group
New Jersey
$767K
KF
1075
Krilogy Financial
Missouri
$766K