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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
TBT
1051
Texas Bank & Trust
Texas
$815K
MMHP
1052
Murphy Middleton Hinkle & Parker
Georgia
$815K
LG
1053
LaFleur & Godfrey
Michigan
$814K
HR
1054
Howe & Rusling
New York
$814K
PT
1055
Plimoth Trust
Massachusetts
$813K
NF
1056
Nikulski Financial
Iowa
$812K
SIC
1057
Salem Investment Counselors
North Carolina
$811K
CPIG
1058
Chicago Partners Investment Group
Illinois
$810K
BAM
1059
Belpointe Asset Management
Nevada
$810K
WDC
1060
Woodward Diversified Capital
California
$805K
SP
1061
Successful Portfolios
Florida
$800K
AWM
1062
Affinity Wealth Management
Delaware
$798K
DCM
1063
Davis Capital Management
Florida
$797K
Lazard Asset Management
1064
Lazard Asset Management
New York
$794K
VAS
1065
Vestmark Advisory Solutions
Massachusetts
$793K
MSWM
1066
McGlone Suttner Wealth Management
Wisconsin
$792K
HSA
1067
HBK Sorce Advisory
Pennsylvania
$790K
CWM
1068
Chesapeake Wealth Management
Virginia
$787K
OFS
1069
OneAscent Financial Services
Alabama
$786K
BCG
1070
Breakwater Capital Group
New Jersey
$781K
CBOR
1071
Community Bank of Raymore
Missouri
$780K
BL
1072
Balentine LLC
Georgia
$780K
TWM
1073
Tortuga Wealth Management
California
$779K
MFC
1074
Mechanics Financial Corp
Ohio
$777K
EWM
1075
Evercore Wealth Management
New York
$776K