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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
CSB
1201
City State Bank
Iowa
$610K
DCA
1202
DB&C Advisors
Michigan
$609K
TW
1203
TritonPoint Wealth
Maryland
$608K
FCAS
1204
First Command Advisory Services
Texas
$607K
BFG
1205
Berger Financial Group
Minnesota
$605K
BBNB
1206
Baker Boyer National Bank
Washington
$604K
KOC
1207
Koss-Olinger Consulting
Florida
$602K
MAA
1208
Mraz Amerine & Associates
California
$601K
TC
1209
TFR Capital
Texas
$600K
NCM
1210
Novare Capital Management
North Carolina
$598K
ANBT
1211
American National Bank & Trust
Texas
$595K
GSWM
1212
Greenup Street Wealth Management
Michigan
$594K
USB
1213
Union Savings Bank
Connecticut
$593K
C1AG
1214
Client 1st Advisory Group
Florida
$593K
WFA
1215
WMG Financial Advisors
Tennessee
$593K
CWM
1216
Cornerstone Wealth Management
Missouri
$593K
SCA
1217
Stokes Capital Advisors
South Carolina
$592K
FFA
1218
First Foundation Advisors
California
$592K
PWPS
1219
Pinnacle Wealth Planning Services
Ohio
$590K
SHA
1220
Seneca House Advisors
Virginia
$588K
AGA
1221
Arkos Global Advisors
Texas
$586K
AF
1222
Arrow Financial
New York
$586K
VSQM
1223
V-Square Quantitative Management
Illinois
$585K
RIA
1224
Richwood Investment Advisors
Ohio
$584K
WAAG
1225
Wealth Alliance Advisory Group
Kansas
$584K