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Southern Company

2,257 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 864 increasing their positions, 803 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%72.39% (+0.87%)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.02B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,257
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
IFG
1426
Independent Financial Group
California
$421K
CF
1427
Claris Financial
Virginia
$421K
SIC
1428
Sigma Investment Counselors
Michigan
$420K
FFM
1429
Forum Financial Management
Illinois
$420K
RCM
1430
RB Capital Management
Nevada
$420K
V
1431
VeraBank
Texas
$419K
SAM
1432
Seelaus Asset Management
New Jersey
$419K
LCM
1433
LVM Capital Management
Michigan
$419K
CICI
1434
Capital Investment Counsel Inc
North Carolina
$419K
CIM
1435
CIM Investment Management
Pennsylvania
$419K
NFG
1436
Nadler Financial Group
Illinois
$416K
CGH
1437
CMG Global Holdings
Texas
$416K
SP
1438
SmartHarvest Portfolios
Washington
$416K
RWS
1439
Resolute Wealth Strategies
Mississippi
$415K
WW
1440
Wright Wealth
Georgia
$412K
OFO
1441
OneAscent Family Office
Alabama
$411K
WP
1442
Waycross Partners
Kentucky
$411K
MWM
1443
Manske Wealth Management
Texas
$410K
BRM
1444
Boston Research & Management
Massachusetts
$410K
FC
1445
Farringdon Capital
United Kingdom
$408K
PA
1446
Probity Advisors
Texas
$408K
BFIM
1447
Beese Fulmer Investment Management
Ohio
$408K
TP
1448
Tranquility Partners
Tennessee
$407K
TSS
1449
Thomas Story & Son
Indiana
$405K
CG
1450
Cynosure Group
Utah
$405K