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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
MA
1451
MKT Advisors
California
$404K
SPWG
1452
Syntegra Private Wealth Group
Missouri
$404K
VCM
1453
Violich Capital Management
California
$404K
GGI
1454
Godsey & Gibb Inc
Virginia
$404K
CCFCSB
1455
Cape Cod Five Cents Savings Bank
Massachusetts
$404K
OWM
1456
Orca Wealth Management
Florida
$402K
BBA
1457
BLB&B Advisors
Pennsylvania
$401K
MHR
1458
Matthew Hamilton Rosenberg
$401K
PWM
1459
Palumbo Wealth Management
New York
$401K
WQ
1460
Wealth Quarterback
New Jersey
$400K
SIA
1461
Soltis Investment Advisors
Utah
$399K
MCWS
1462
McKinley Carter Wealth Services
West Virginia
$399K
BC
1463
Bayforest Capital
United Kingdom
$399K
WAT
1464
Wealth Advisory Team
Kentucky
$398K
WMN
1465
Wealth Management Nebraska
Nebraska
$398K
SBF
1466
Sara-Bay Financial
Florida
$397K
HFAS
1467
Hummer Financial Advisory Services
Illinois
$397K
SCM
1468
SCS Capital Management
Massachusetts
$396K
GI
1469
Gradient Investments
Minnesota
$396K
TC
1470
Truvestments Capital
Florida
$396K
BFC
1471
Bedel Financial Consulting
Indiana
$396K
JLBC
1472
J.L. Bainbridge & Co
Florida
$395K
RA
1473
Rise Advisors
New York
$393K
TAM
1474
Titleist Asset Management
Texas
$393K
MW
1475
Members Wealth
Pennsylvania
$392K