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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
FS
1501
Ferguson Shapiro
Georgia
$376K
HIM
1502
Hanlon Investment Management
New Jersey
$376K
CD
1503
Chapin Davis
Maryland
$374K
DO
1504
denkapparat Operations
Germany
$374K
DA
1505
Drake & Associates
Wisconsin
$373K
ADL
1506
Asset Dedication LLC
California
$373K
PIMG
1507
Patriot Investment Management Group
Tennessee
$372K
7WCP
1508
71 West Capital Partners
Massachusetts
$371K
IBOK
1509
Independence Bank of Kentucky
Kentucky
$371K
IWM
1510
Iams Wealth Management
Nebraska
$371K
SI
1511
Severin Investments
Missouri
$370K
NAS
1512
Nicolet Advisory Services
Wisconsin
$370K
GAM
1513
GEM Asset Management
Michigan
$369K
MF
1514
Meridian Financial
Massachusetts
$369K
SEP
1515
Southland Equity Partners
Missouri
$369K
GPW
1516
Gentry Private Wealth
Kansas
$368K
BOSSRA
1517
B.O.S.S. Retirement Advisors
Utah
$367K
PMFA
1518
Plante Moran Financial Advisors
Michigan
$367K
RCM
1519
Radnor Capital Management
Pennsylvania
$366K
4A
1520
4Wealth Advisors
Illinois
$366K
LWM
1521
Level Wealth Management
North Carolina
$364K
UF
1522
Univest Financial
Pennsylvania
$363K
KFS
1523
Keynote Financial Services
Connecticut
$361K
UWP
1524
Uniting Wealth Partners
Kansas
$360K
BCM
1525
Banyan Capital Management
Georgia
$360K