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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
SAM
1201
Summit Asset Management
Tennessee
$617K
DL
1202
Dockside LLC
New York
$615K
MYIA
1203
Mount Yale Investment Advisors
Colorado
$615K
DJYG
1204
David J. Yvars Group
Florida
$613K
BWS
1205
BCR Wealth Strategies
Alabama
$611K
CSB
1206
City State Bank
Iowa
$610K
DCA
1207
DB&C Advisors
Michigan
$609K
TW
1208
TritonPoint Wealth
Maryland
$608K
FCAS
1209
First Command Advisory Services
Texas
$607K
BFG
1210
Berger Financial Group
Minnesota
$605K
BBNB
1211
Baker Boyer National Bank
Washington
$604K
KOC
1212
Koss-Olinger Consulting
Florida
$602K
MAA
1213
Mraz Amerine & Associates
California
$601K
TC
1214
TFR Capital
Texas
$600K
NCM
1215
Novare Capital Management
North Carolina
$598K
ANBT
1216
American National Bank & Trust
Texas
$595K
GSWM
1217
Greenup Street Wealth Management
Michigan
$594K
USB
1218
Union Savings Bank
Connecticut
$593K
C1AG
1219
Client 1st Advisory Group
Florida
$593K
WFA
1220
WMG Financial Advisors
Tennessee
$593K
CWM
1221
Cornerstone Wealth Management
Missouri
$593K
SCA
1222
Stokes Capital Advisors
South Carolina
$592K
FFA
1223
First Foundation Advisors
California
$592K
PWPS
1224
Pinnacle Wealth Planning Services
Ohio
$590K
SHA
1225
Seneca House Advisors
Virginia
$588K