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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
BC
1451
Bayforest Capital
United Kingdom
$399K
WAT
1452
Wealth Advisory Team
Kentucky
$398K
WMN
1453
Wealth Management Nebraska
Nebraska
$398K
SBF
1454
Sara-Bay Financial
Florida
$397K
HFAS
1455
Hummer Financial Advisory Services
Illinois
$397K
SCM
1456
SCS Capital Management
Massachusetts
$396K
GI
1457
Gradient Investments
Minnesota
$396K
TC
1458
Truvestments Capital
Florida
$396K
BFC
1459
Bedel Financial Consulting
Indiana
$396K
JLBC
1460
J.L. Bainbridge & Co
Florida
$395K
RA
1461
Rise Advisors
New York
$393K
TAM
1462
Titleist Asset Management
Texas
$393K
MW
1463
Members Wealth
Pennsylvania
$392K
HA
1464
Huntleigh Advisors
Missouri
$392K
CAS
1465
Coppell Advisory Solutions
Texas
$391K
FA
1466
Fortis Advisors
Pennsylvania
$390K
AL
1467
Aspiriant LLC
California
$390K
IHL
1468
Investment House LLC
California
$389K
IA
1469
Inspire Advisors
Idaho
$389K
HWMO
1470
Heritage Wealth Management (Ohio)
Ohio
$389K
FWM
1471
Fonville Wealth Management
Virginia
$388K
FCM
1472
Firestone Capital Management
Florida
$388K
SA
1473
Sovran Advisors
California
$388K
WIC
1474
Willis Investment Counsel
Georgia
$388K
KFP
1475
KMG Fiduciary Partners
Ohio
$388K