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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
MW
1226
MBL Wealth
North Carolina
$583K
VFA
1227
Values First Advisors
Tennessee
$582K
MHC
1228
May Hill Capital
Massachusetts
$581K
DTC
1229
Davidson Trust Company
Washington
$581K
LFM
1230
LGT Fund Management
Liechtenstein
$580K
SC
1231
Sepio Capital
Utah
$579K
CAM
1232
Cidel Asset Management
Ontario, Canada
$579K
PP
1233
PDS Planning
Ohio
$577K
VHAM
1234
Van Hulzen Asset Management
California
$576K
MCM
1235
Marathon Capital Management
Maryland
$576K
FB
1236
Finward Bancorp
Indiana
$574K
BFW
1237
Brady Family Wealth
Missouri
$574K
CFG
1238
Cooper Financial Group
California
$573K
FHA
1239
Flagship Harbor Advisors
Massachusetts
$572K
FFP
1240
FourThought Financial Partners
Florida
$571K
CL
1241
CVFG LLC
Indiana
$571K
WF
1242
Welch & Forbes
Massachusetts
$569K
CTA
1243
Colonial Trust Advisors
South Carolina
$568K
EC
1244
Elequin Capital
New York
$568K
PPC
1245
Park Place Capital
Alabama
$567K
FAL
1246
Focused Alpha LLC
Colorado
$566K
TTWM
1247
TCV Trust & Wealth Management
Virginia
$564K
TWM
1248
Thrive Wealth Management
Pennsylvania
$563K
RWA
1249
River Wealth Advisors
Pennsylvania
$562K
FAM
1250
Formidable Asset Management
Ohio
$561K