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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
PG
1151
Patten Group
Tennessee
$674K
EW
1152
Element Wealth
Mississippi
$671K
GAMC
1153
Garner Asset Management Corp
Texas
$669K
AIC
1154
Archer Investment Corporation
Indiana
$668K
WHC
1155
Wulff, Hansen & Co
California
$667K
PCMF
1156
Private Capital Management (Florida)
Florida
$665K
BOJHT
1157
Bank of Jackson Hole Trust
Wyoming
$663K
SL
1158
Summitry LLC
California
$662K
Nomura Holdings
1159
Nomura Holdings
Japan
$660K
NAG
1160
Northstar Advisory Group
New Jersey
$659K
VGDSS
1161
VUB Generali dochodkova spravcovska spolocnost
$659K
BAAM
1162
Baker Avenue Asset Management
California
$659K
AWP
1163
Atlas Wealth Partners
Pennsylvania
$656K
SA
1164
Skyline Advisors
Washington
$655K
HP
1165
Holistic Planning
Texas
$653K
AC
1166
Avestar Capital
New York
$649K
DF
1167
Daviman Financial
Indiana
$644K
WT
1168
Washington Trust
Rhode Island
$642K
LBC
1169
Lowe Brockenbrough & Co
Virginia
$640K
BIA
1170
Beacon Investment Advisors
Maryland
$639K
WMWM
1171
Wilkins Miller Wealth Management
Alabama
$637K
DWM
1172
Dakota Wealth Management
Florida
$637K
CT
1173
Clearstead Trust
Maine
$636K
YCG
1174
Yeomans Consulting Group
Georgia
$634K
CCA
1175
Childress Capital Advisors
Texas
$633K