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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
ST
1251
Smithfield Trust
Pennsylvania
$561K
BTD
1252
BankPlus Trust Department
Mississippi
$560K
CWM
1253
Cordatus Wealth Management
Pennsylvania
$560K
FPL
1254
Fortress Private Ledger
North Carolina
$559K
IPA
1255
Investment Planning Advisors
Georgia
$559K
MHIC
1256
Marble Harbor Investment Counsel
Massachusetts
$558K
FNBT
1257
FineMark National Bank & Trust
Florida
$558K
BS
1258
Banco Santander
Spain
$557K
BIG
1259
Builder Investment Group
Georgia
$557K
BMWM
1260
Brown Miller Wealth Management
Virginia
$556K
CC
1261
Chicago Capital
Illinois
$556K
SWA
1262
Strategies Wealth Advisors
Michigan
$554K
SC
1263
Searle & Co
Connecticut
$554K
OF
1264
Outfitter Financial
Maine
$553K
MWM
1265
Mindset Wealth Management
Indiana
$552K
BWG
1266
Beta Wealth Group
California
$551K
LW
1267
Linscomb Wealth
Texas
$551K
BAM
1268
Broyhill Asset Management
North Carolina
$551K
PFA
1269
Pure Financial Advisors
California
$548K
UCMOK
1270
United Capital Management of KS
Kansas
$547K
CRC
1271
Curi RMB Capital
Illinois
$545K
SWA
1272
SFMG Wealth Advisors
Texas
$544K
3IP
1273
3Chopt Investment Partners
Virginia
$544K
HWA
1274
Heritage Wealth Advisors
Virginia
$543K
MCP
1275
Mirador Capital Partners
California
$542K