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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
BBA
1451
BLB&B Advisors
Pennsylvania
$401K
MHR
1452
Matthew Hamilton Rosenberg
$401K
PWM
1453
Palumbo Wealth Management
New York
$401K
WQ
1454
Wealth Quarterback
New Jersey
$400K
SIA
1455
Soltis Investment Advisors
Utah
$399K
MCWS
1456
McKinley Carter Wealth Services
West Virginia
$399K
BC
1457
Bayforest Capital
United Kingdom
$399K
WAT
1458
Wealth Advisory Team
Kentucky
$398K
WMN
1459
Wealth Management Nebraska
Nebraska
$398K
SBF
1460
Sara-Bay Financial
Florida
$397K
HFAS
1461
Hummer Financial Advisory Services
Illinois
$397K
SCM
1462
SCS Capital Management
Massachusetts
$396K
GI
1463
Gradient Investments
Minnesota
$396K
TC
1464
Truvestments Capital
Florida
$396K
BFC
1465
Bedel Financial Consulting
Indiana
$396K
JLBC
1466
J.L. Bainbridge & Co
Florida
$395K
RA
1467
Rise Advisors
New York
$393K
TAM
1468
Titleist Asset Management
Texas
$393K
MW
1469
Members Wealth
Pennsylvania
$392K
HA
1470
Huntleigh Advisors
Missouri
$392K
CAS
1471
Coppell Advisory Solutions
Texas
$391K
FA
1472
Fortis Advisors
Pennsylvania
$390K
AL
1473
Aspiriant LLC
California
$390K
IHL
1474
Investment House LLC
California
$389K
IA
1475
Inspire Advisors
Idaho
$389K