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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
AGA
1226
Arkos Global Advisors
Texas
$586K
AF
1227
Arrow Financial
New York
$586K
VSQM
1228
V-Square Quantitative Management
Illinois
$585K
RIA
1229
Richwood Investment Advisors
Ohio
$584K
WAAG
1230
Wealth Alliance Advisory Group
Kansas
$584K
MW
1231
MBL Wealth
North Carolina
$583K
VFA
1232
Values First Advisors
Tennessee
$582K
MHC
1233
May Hill Capital
Massachusetts
$581K
DTC
1234
Davidson Trust Company
Washington
$581K
LFM
1235
LGT Fund Management
Liechtenstein
$580K
SC
1236
Sepio Capital
Utah
$579K
CAM
1237
Cidel Asset Management
Ontario, Canada
$579K
PP
1238
PDS Planning
Ohio
$577K
VHAM
1239
Van Hulzen Asset Management
California
$576K
MCM
1240
Marathon Capital Management
Maryland
$576K
FB
1241
Finward Bancorp
Indiana
$574K
BFW
1242
Brady Family Wealth
Missouri
$574K
CFG
1243
Cooper Financial Group
California
$573K
FHA
1244
Flagship Harbor Advisors
Massachusetts
$572K
FFP
1245
FourThought Financial Partners
Florida
$571K
CL
1246
CVFG LLC
Indiana
$571K
WF
1247
Welch & Forbes
Massachusetts
$569K
CTA
1248
Colonial Trust Advisors
South Carolina
$568K
EC
1249
Elequin Capital
New York
$568K
PPC
1250
Park Place Capital
Alabama
$567K