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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
FSA
1101
Franklin Street Advisors
North Carolina
$742K
OL
1102
Odyssean LLC
Connecticut
$740K
BMC
1103
Benin Management Corp
Connecticut
$740K
VAM
1104
Verity Asset Management
North Carolina
$739K
MIC
1105
Means Investment Company
Maine
$739K
JSL
1106
JT Stratford LLC
Georgia
$738K
GLLW
1107
Graves Light Lenhart Wealth
Virginia
$737K
GFG
1108
Goldstone Financial Group
Illinois
$736K
NG
1109
Norden Group
Utah
$735K
IB
1110
Intrust Bank
Kansas
$733K
GBT
1111
Grove Bank & Trust
Florida
$733K
NSIM
1112
North Star Investment Management
Illinois
$731K
ACP
1113
Aviance Capital Partners
Florida
$730K
RB
1114
Rodgers Brothers
Pennsylvania
$728K
PCM
1115
Prelude Capital Management
New York
$726K
CP
1116
Clarendon Private
Massachusetts
$723K
LFP
1117
Lakeshore Financial Planning
Michigan
$723K
WB
1118
West Bancorporation
Iowa
$722K
PNC
1119
Park National Corp
Ohio
$717K
CFO
1120
Cambient Family Office
Michigan
$717K
ACM
1121
Alessandra Capital Management
California
$717K
RIG
1122
RiverFront Investment Group
Virginia
$716K
SW
1123
Simplicity Wealth
New Jersey
$714K
GWM
1124
GSB Wealth Management
Connecticut
$714K
AGP
1125
Autumn Glory Partners
Texas
$714K