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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
PIMG
1501
Patriot Investment Management Group
Tennessee
$372K
7WCP
1502
71 West Capital Partners
Massachusetts
$371K
IBOK
1503
Independence Bank of Kentucky
Kentucky
$371K
IWM
1504
Iams Wealth Management
Nebraska
$371K
SI
1505
Severin Investments
Missouri
$370K
NAS
1506
Nicolet Advisory Services
Wisconsin
$370K
GAM
1507
GEM Asset Management
Michigan
$369K
MF
1508
Meridian Financial
Massachusetts
$369K
SEP
1509
Southland Equity Partners
Missouri
$369K
GPW
1510
Gentry Private Wealth
Kansas
$368K
BOSSRA
1511
B.O.S.S. Retirement Advisors
Utah
$367K
PMFA
1512
Plante Moran Financial Advisors
Michigan
$367K
RCM
1513
Radnor Capital Management
Pennsylvania
$366K
4A
1514
4Wealth Advisors
Illinois
$366K
LWM
1515
Level Wealth Management
North Carolina
$364K
UF
1516
Univest Financial
Pennsylvania
$363K
KFS
1517
Keynote Financial Services
Connecticut
$361K
UWP
1518
Uniting Wealth Partners
Kansas
$360K
BCM
1519
Banyan Capital Management
Georgia
$360K
WP
1520
Wealthspan Partners
Iowa
$359K
JC
1521
JB Capital
Connecticut
$358K
VCP
1522
Verus Capital Partners
Arizona
$358K
BOPW
1523
Brandywine Oak Private Wealth
Pennsylvania
$356K
AFA
1524
American Financial Advisors
Georgia
$356K
KLCM
1525
KG&L Capital Management
Louisiana
$356K