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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
CAG
1476
Crestwood Advisors Group
Massachusetts
$387K
FBFS
1477
First Business Financial Services
Wisconsin
$387K
ST
1478
Spinnaker Trust
Maine
$386K
CBT
1479
Crews Bank & Trust
Florida
$386K
TWA
1480
TCI Wealth Advisors
Arizona
$385K
QC
1481
Quent Capital
New York
$384K
QLSGSCF
1482
Quent Long Short Global Small Cap Fund
New York
$384K
PPWP
1483
Premier Path Wealth Partners
New Jersey
$384K
SWA
1484
Sax Wealth Advisors
New Jersey
$384K
RZH
1485
Relyea Zuckerberg Hanson
Connecticut
$383K
HCM
1486
Hall Capital Management
Rhode Island
$382K
AA
1487
Auxano Advisors
Washington
$381K
KCFA
1488
Key Client Fiduciary Advisors
New Jersey
$381K
FAM
1489
Flaharty Asset Management
Florida
$379K
CCG
1490
Cypress Capital Group
Florida
$379K
CAAS
1491
Capital Asset Advisory Services
Michigan
$378K
MPWS
1492
McCarter Private Wealth Services
Massachusetts
$378K
GM
1493
GeoWealth Management
Illinois
$378K
LFA
1494
Longview Financial Advisors
Alabama
$377K
FS
1495
Ferguson Shapiro
Georgia
$376K
HIM
1496
Hanlon Investment Management
New Jersey
$376K
CD
1497
Chapin Davis
Maryland
$374K
DO
1498
denkapparat Operations
Germany
$374K
DA
1499
Drake & Associates
Wisconsin
$373K
ADL
1500
Asset Dedication LLC
California
$373K