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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
GFG
1101
Goldstone Financial Group
Illinois
$736K
NG
1102
Norden Group
Utah
$735K
IB
1103
Intrust Bank
Kansas
$733K
GBT
1104
Grove Bank & Trust
Florida
$733K
NSIM
1105
North Star Investment Management
Illinois
$731K
ACP
1106
Aviance Capital Partners
Florida
$730K
RB
1107
Rodgers Brothers
Pennsylvania
$728K
PCM
1108
Prelude Capital Management
New York
$726K
CP
1109
Clarendon Private
Massachusetts
$723K
LFP
1110
Lakeshore Financial Planning
Michigan
$723K
WB
1111
West Bancorporation
Iowa
$722K
PNC
1112
Park National Corp
Ohio
$717K
CFO
1113
Cambient Family Office
Michigan
$717K
RIG
1114
RiverFront Investment Group
Virginia
$716K
SW
1115
Simplicity Wealth
New Jersey
$714K
GWM
1116
GSB Wealth Management
Connecticut
$714K
AGP
1117
Autumn Glory Partners
Texas
$714K
CCFM
1118
Clear Creek Financial Management
Washington
$709K
CAWM
1119
Capital Advisors Wealth Management
Washington
$709K
VBCG
1120
Valley Brook Capital Group
Pennsylvania
$708K
MFWP
1121
Mosaic Family Wealth Partners
Missouri
$707K
WA
1122
Wealth Alliance
New York
$707K
CWP
1123
Cyndeo Wealth Partners
Florida
$706K
GC
1124
Gilbert & Cook
Iowa
$703K
CCIA
1125
Campbell & Co Investment Adviser
Maryland
$702K