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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
FAL
1251
Focused Alpha LLC
Colorado
$566K
TTWM
1252
TCV Trust & Wealth Management
Virginia
$564K
TWM
1253
Thrive Wealth Management
Pennsylvania
$563K
RWA
1254
River Wealth Advisors
Pennsylvania
$562K
FAM
1255
Formidable Asset Management
Ohio
$561K
ST
1256
Smithfield Trust
Pennsylvania
$561K
BTD
1257
BankPlus Trust Department
Mississippi
$560K
CWM
1258
Cordatus Wealth Management
Pennsylvania
$560K
FPL
1259
Fortress Private Ledger
North Carolina
$559K
IPA
1260
Investment Planning Advisors
Georgia
$559K
MHIC
1261
Marble Harbor Investment Counsel
Massachusetts
$558K
FNBT
1262
FineMark National Bank & Trust
Florida
$558K
BS
1263
Banco Santander
Spain
$557K
BIG
1264
Builder Investment Group
Georgia
$557K
BMWM
1265
Brown Miller Wealth Management
Virginia
$556K
CC
1266
Chicago Capital
Illinois
$556K
SWA
1267
Strategies Wealth Advisors
Michigan
$554K
SC
1268
Searle & Co
Connecticut
$554K
OF
1269
Outfitter Financial
Maine
$553K
MWM
1270
Mindset Wealth Management
Indiana
$552K
BWG
1271
Beta Wealth Group
California
$551K
LW
1272
Linscomb Wealth
Texas
$551K
BAM
1273
Broyhill Asset Management
North Carolina
$551K
PFA
1274
Pure Financial Advisors
California
$548K
UCMOK
1275
United Capital Management of KS
Kansas
$547K