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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
SAM
1426
Seelaus Asset Management
New Jersey
$419K
LCM
1427
LVM Capital Management
Michigan
$419K
CICI
1428
Capital Investment Counsel Inc
North Carolina
$419K
CIM
1429
CIM Investment Management
Pennsylvania
$419K
NFG
1430
Nadler Financial Group
Illinois
$416K
CGH
1431
CMG Global Holdings
Texas
$416K
SP
1432
SmartHarvest Portfolios
Washington
$416K
RWS
1433
Resolute Wealth Strategies
Mississippi
$415K
WW
1434
Wright Wealth
Georgia
$412K
OFO
1435
OneAscent Family Office
Alabama
$411K
WP
1436
Waycross Partners
Kentucky
$411K
MWM
1437
Manske Wealth Management
Texas
$410K
BRM
1438
Boston Research & Management
Massachusetts
$410K
FC
1439
Farringdon Capital
United Kingdom
$408K
PA
1440
Probity Advisors
Texas
$408K
BFIM
1441
Beese Fulmer Investment Management
Ohio
$408K
TP
1442
Tranquility Partners
Tennessee
$407K
TSS
1443
Thomas Story & Son
Indiana
$405K
CG
1444
Cynosure Group
Utah
$405K
MA
1445
MKT Advisors
California
$404K
SPWG
1446
Syntegra Private Wealth Group
Missouri
$404K
VCM
1447
Violich Capital Management
California
$404K
GGI
1448
Godsey & Gibb Inc
Virginia
$404K
CCFCSB
1449
Cape Cod Five Cents Savings Bank
Massachusetts
$404K
OWM
1450
Orca Wealth Management
Florida
$402K