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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
FFM
1076
Fullerton Fund Management
Singapore
$769K
CI
1077
Cherokee Insurance
Michigan
$767K
KIG
1078
Kennedy Investment Group
New Jersey
$767K
KF
1079
Krilogy Financial
Missouri
$766K
LWAM
1080
Legacy Wealth Asset Management
Minnesota
$766K
DJSG
1081
D.J. St. Germain
Massachusetts
$766K
AWM
1082
Aberdeen Wealth Management
Illinois
$765K
TCWA
1083
Turtle Creek Wealth Advisors
Texas
$764K
EWA
1084
Exencial Wealth Advisors
Oklahoma
$763K
VCP
1085
Vista Capital Partners
Oregon
$761K
BFA
1086
Beaumont Financial Advisors
Massachusetts
$757K
SDAM
1087
Shulman DeMeo Asset Management
New York
$755K
TWM
1088
Trueblood Wealth Management
Ohio
$753K
RWA
1089
Roberts Wealth Advisors
California
$753K
RAG
1090
RIA Advisory Group
Iowa
$750K
HCM
1091
Howard Capital Management
Georgia
$750K
ICA
1092
Infrastructure Capital Advisors
New York
$750K
GCM
1093
Gables Capital Management
Florida
$749K
CPWA
1094
Cerro Pacific Wealth Advisors
California
$746K
PE
1095
PCM Encore
Colorado
$743K
SWMG
1096
Sard Wealth Management Group
Georgia
$743K
RC
1097
Roundview Capital
New Jersey
$742K
FSA
1098
Franklin Street Advisors
North Carolina
$742K
OL
1099
Odyssean LLC
Connecticut
$740K
BMC
1100
Benin Management Corp
Connecticut
$740K