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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
TSS
1326
Two Sigma Securities
New York
$485K
SFWA
1327
Summit Financial Wealth Advisors
Louisiana
$485K
M
1328
MOTCO
Texas
$484K
JSW
1329
Journey Strategic Wealth
New Jersey
$484K
BCM
1330
Bienville Capital Management
New York
$482K
LAM
1331
L2 Asset Management
Massachusetts
$481K
SWA
1332
Stratos Wealth Advisors
Ohio
$481K
IC
1333
Inscription Capital
Texas
$480K
HHCP
1334
Hilton Head Capital Partners
South Carolina
$479K
CCL
1335
Clearwave Capital, LLC
California
$478K
BHWM
1336
Bar Harbor Wealth Management
New Hampshire
$476K
SWGC
1337
Summit Wealth Group (Colorado)
Colorado
$476K
ALAM
1338
Asahi Life Asset Management
Japan
$476K
FMI
1339
Frec Markets Inc
California
$475K
1SB
1340
1ST Source Bank
Indiana
$475K
MC
1341
Mathes Company
New York
$475K
IF
1342
Intrua Financial
Texas
$474K
CWD
1343
Clarity Wealth Development
Oregon
$473K
QI
1344
Qtron Investments
Massachusetts
$473K
WMA
1345
Wealth Management Associates
New Jersey
$473K
DA
1346
Doliver Advisors
Texas
$471K
STSL
1347
SG Trading Solutions, LLC
Utah
$471K
BAM
1348
BOS Asset Management
Illinois
$471K
BDL
1349
Bey-Douglas LLC
Georgia
$471K
AB
1350
Atlas Brown
Kentucky
$471K