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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
LC
1326
LCNB Corp
Ohio
$491K
IEFM
1327
IQ EQ Fund Management
Ireland
$491K
AAG
1328
Armstrong Advisory Group
Massachusetts
$489K
HPBT
1329
Hickory Point Bank & Trust
Illinois
$489K
DWM
1330
Dogwood Wealth Management
Kansas
$487K
TSS
1331
Two Sigma Securities
New York
$485K
SFWA
1332
Summit Financial Wealth Advisors
Louisiana
$485K
M
1333
MOTCO
Texas
$484K
JSW
1334
Journey Strategic Wealth
New Jersey
$484K
BCM
1335
Bienville Capital Management
New York
$482K
LAM
1336
L2 Asset Management
Massachusetts
$481K
SWA
1337
Stratos Wealth Advisors
Ohio
$481K
IC
1338
Inscription Capital
Texas
$480K
HHCP
1339
Hilton Head Capital Partners
South Carolina
$479K
CC
1340
Clearwave Capital
California
$478K
BHWM
1341
Bar Harbor Wealth Management
New Hampshire
$476K
SWGC
1342
Summit Wealth Group (Colorado)
Colorado
$476K
ALAM
1343
Asahi Life Asset Management
Japan
$476K
FMI
1344
Frec Markets Inc
California
$475K
1SB
1345
1ST Source Bank
Indiana
$475K
MC
1346
Mathes Company
New York
$475K
IF
1347
Intrua Financial
Texas
$474K
CWD
1348
Clarity Wealth Development
Oregon
$473K
QI
1349
Qtron Investments
Massachusetts
$473K
WMA
1350
Wealth Management Associates
New Jersey
$473K