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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
MGIA
1151
Moneta Group Investment Advisors
Missouri
$680K
VH
1152
Visionary Horizons
Tennessee
$679K
CAM
1153
Columbia Asset Management
Michigan
$677K
FA
1154
Faithward Advisors
Pennsylvania
$677K
PG
1155
Patten Group
Tennessee
$674K
EW
1156
Element Wealth
Mississippi
$671K
GAMC
1157
Garner Asset Management Corp
Texas
$669K
AIC
1158
Archer Investment Corporation
Indiana
$668K
WHC
1159
Wulff, Hansen & Co
California
$667K
PCMF
1160
Private Capital Management (Florida)
Florida
$665K
BOJHT
1161
Bank of Jackson Hole Trust
Wyoming
$663K
SL
1162
Summitry LLC
California
$662K
Nomura Holdings
1163
Nomura Holdings
Japan
$660K
NAG
1164
Northstar Advisory Group
New Jersey
$659K
VGDSS
1165
VUB Generali dochodkova spravcovska spolocnost
$659K
BAAM
1166
Baker Avenue Asset Management
California
$659K
AWP
1167
Atlas Wealth Partners
Pennsylvania
$656K
SA
1168
Skyline Advisors
Washington
$655K
HP
1169
Holistic Planning
Texas
$653K
AC
1170
Avestar Capital
New York
$649K
DF
1171
Daviman Financial
Indiana
$644K
WT
1172
Washington Trust
Rhode Island
$642K
LBC
1173
Lowe Brockenbrough & Co
Virginia
$640K
BIA
1174
Beacon Investment Advisors
Maryland
$639K
WMWM
1175
Wilkins Miller Wealth Management
Alabama
$637K