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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
SP
1426
SmartHarvest Portfolios
Washington
$416K
RWS
1427
Resolute Wealth Strategies
Mississippi
$415K
WW
1428
Wright Wealth
Georgia
$412K
OFO
1429
OneAscent Family Office
Alabama
$411K
WP
1430
Waycross Partners
Kentucky
$411K
MWM
1431
Manske Wealth Management
Texas
$410K
BRM
1432
Boston Research & Management
Massachusetts
$410K
FC
1433
Farringdon Capital
United Kingdom
$408K
PA
1434
Probity Advisors
Texas
$408K
BFIM
1435
Beese Fulmer Investment Management
Ohio
$408K
TP
1436
Tranquility Partners
Tennessee
$407K
TSS
1437
Thomas Story & Son
Indiana
$405K
CG
1438
Cynosure Group
Utah
$405K
MA
1439
MKT Advisors
California
$404K
SPWG
1440
Syntegra Private Wealth Group
Missouri
$404K
VCM
1441
Violich Capital Management
California
$404K
GGI
1442
Godsey & Gibb Inc
Virginia
$404K
CCFCSB
1443
Cape Cod Five Cents Savings Bank
Massachusetts
$404K
OWM
1444
Orca Wealth Management
Florida
$402K
BBA
1445
BLB&B Advisors
Pennsylvania
$401K
MHR
1446
Matthew Hamilton Rosenberg
$401K
PWM
1447
Palumbo Wealth Management
New York
$401K
WQ
1448
Wealth Quarterback
New Jersey
$400K
SIA
1449
Soltis Investment Advisors
Utah
$399K
MCWS
1450
McKinley Carter Wealth Services
West Virginia
$399K