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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
LG
1051
LaFleur & Godfrey
Michigan
$814K
HR
1052
Howe & Rusling
New York
$814K
PT
1053
Plimoth Trust
Massachusetts
$813K
NF
1054
Nikulski Financial
Iowa
$812K
SIC
1055
Salem Investment Counselors
North Carolina
$811K
CPIG
1056
Chicago Partners Investment Group
Illinois
$810K
BAM
1057
Belpointe Asset Management
Nevada
$810K
WDC
1058
Woodward Diversified Capital
California
$805K
SP
1059
Successful Portfolios
Florida
$800K
AWM
1060
Affinity Wealth Management
Delaware
$798K
DCM
1061
Davis Capital Management
Florida
$797K
Lazard Asset Management
1062
Lazard Asset Management
New York
$794K
VAS
1063
Vestmark Advisory Solutions
Massachusetts
$793K
MSWM
1064
McGlone Suttner Wealth Management
Wisconsin
$792K
HSA
1065
HBK Sorce Advisory
Pennsylvania
$790K
CWM
1066
Chesapeake Wealth Management
Virginia
$787K
OFS
1067
OneAscent Financial Services
Alabama
$786K
BCG
1068
Breakwater Capital Group
New Jersey
$781K
CBOR
1069
Community Bank of Raymore
Missouri
$780K
BL
1070
Balentine LLC
Georgia
$780K
MFC
1071
Mechanics Financial Corp
Ohio
$777K
EWM
1072
Evercore Wealth Management
New York
$776K
JAG
1073
Journey Advisory Group
Kentucky
$772K
IIL
1074
Insight Inv LLC
California
$771K
CAC
1075
Certified Advisory Corp
Florida
$770K