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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
VAM
1101
Verity Asset Management
North Carolina
$739K
MIC
1102
Means Investment Company
Maine
$739K
JSL
1103
JT Stratford LLC
Georgia
$738K
GLLW
1104
Graves Light Lenhart Wealth
Virginia
$737K
GFG
1105
Goldstone Financial Group
Illinois
$736K
NG
1106
Norden Group
Utah
$735K
IB
1107
Intrust Bank
Kansas
$733K
GBT
1108
Grove Bank & Trust
Florida
$733K
NSIM
1109
North Star Investment Management
Illinois
$731K
ACP
1110
Aviance Capital Partners
Florida
$730K
RB
1111
Rodgers Brothers
Pennsylvania
$728K
PCM
1112
Prelude Capital Management
New York
$726K
CP
1113
Clarendon Private
Massachusetts
$723K
LFP
1114
Lakeshore Financial Planning
Michigan
$723K
WB
1115
West Bancorporation
Iowa
$722K
PNC
1116
Park National Corp
Ohio
$717K
CFO
1117
Cambient Family Office
Michigan
$717K
RIG
1118
RiverFront Investment Group
Virginia
$716K
SW
1119
Simplicity Wealth
New Jersey
$714K
GWM
1120
GSB Wealth Management
Connecticut
$714K
AGP
1121
Autumn Glory Partners
Texas
$714K
CCFM
1122
Clear Creek Financial Management
Washington
$709K
CAWM
1123
Capital Advisors Wealth Management
Washington
$709K
VBCG
1124
Valley Brook Capital Group
Pennsylvania
$708K
MFWP
1125
Mosaic Family Wealth Partners
Missouri
$707K