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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
WT
1176
Washington Trust
Rhode Island
$642K
LBC
1177
Lowe Brockenbrough & Co
Virginia
$640K
BIA
1178
Beacon Investment Advisors
Maryland
$639K
WMWM
1179
Wilkins Miller Wealth Management
Alabama
$637K
DWM
1180
Dakota Wealth Management
Florida
$637K
CT
1181
Clearstead Trust
Maine
$636K
YCG
1182
Yeomans Consulting Group
Georgia
$634K
CCA
1183
Childress Capital Advisors
Texas
$633K
BFG
1184
Beacon Financial Group
Texas
$632K
BAM
1185
Beaumont Asset Management
Texas
$632K
AHL
1186
Abel Hall LLC
Louisiana
$632K
BCM
1187
BluePath Capital Management
Georgia
$632K
RK
1188
Rather & Kittrell
Tennessee
$631K
APW
1189
Aventura Private Wealth
Florida
$627K
AGWCA
1190
Annis Gardner Whiting Capital Advisors
Florida
$626K
CTB
1191
Country Trust Bank
Illinois
$626K
BWP
1192
Baldwin Wealth Partners
Massachusetts
$625K
WAL
1193
W Advisors LLC
Tennessee
$625K
AWM
1194
Abound Wealth Management
Tennessee
$624K
V
1195
ViaWealth
Kansas
$621K
LIM
1196
Lathrop Investment Management
Arkansas
$621K
NIM
1197
Northeast Investment Management
Massachusetts
$620K
PMG
1198
ProVise Management Group
Florida
$620K
DWM
1199
Destination Wealth Management
California
$619K
BP
1200
Ballentine Partners
Massachusetts
$619K