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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
OFS
1301
OMC Financial Services
New York
$512K
SFG
1302
SNS Financial Group
Minnesota
$512K
OIC
1303
Orion Investment Company
Missouri
$510K
CSI
1304
Cross Staff Investments
New York
$509K
TA
1305
TruWealth Advisors
Louisiana
$507K
KNW
1306
Kesler Norman & Wride
Utah
$507K
FDS
1307
First Dallas Securities
Texas
$505K
C
1308
Certuity
Florida
$504K
BA
1309
Ballew Advisors
Mississippi
$503K
IWA
1310
IVC Wealth Advisors
Pennsylvania
$501K
SC
1311
Scotia Capital
Ontario, Canada
$500K
ORC
1312
O'Rourke & Company
Massachusetts
$500K
IRC
1313
Investors Research Corp
Georgia
$500K
PPWM
1314
Paragon Private Wealth Management
Kentucky
$500K
SFG
1315
SevenBridge Financial Group
Pennsylvania
$498K
CT
1316
Chicago Trust
Illinois
$497K
VIPI
1317
Vista Investment Partners II
Indiana
$494K
KFA
1318
Kapstone Financial Advisors
Ohio
$494K
KIA
1319
Knollwood Investment Advisory
Maryland
$494K
FOFP
1320
Fee-Only Financial Planning
South Carolina
$493K
LC
1321
LCNB Corp
Ohio
$491K
IEFM
1322
IQ EQ Fund Management
Ireland
$491K
AAG
1323
Armstrong Advisory Group
Massachusetts
$489K
HPBT
1324
Hickory Point Bank & Trust
Illinois
$489K
DWM
1325
Dogwood Wealth Management
Kansas
$487K