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Southern Company

2,226 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 220 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 ownership

Funds ownership:

1% more funds holding

Funds holding: 2,2082,226 (+18)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.04B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,226
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
PB
1551
Pinnacle Bancorp
Nebraska
$340K
MA
1552
MJP Associates
Connecticut
$339K
TCOT
1553
Trust Company of Toledo
Ohio
$339K
AFM
1554
Armstrong Fleming & Moore
District of Columbia
$338K
SP
1555
Symmetry Partners
Connecticut
$338K
NCM
1556
Narwhal Capital Management
Georgia
$337K
IFWM
1557
Institute for Wealth Management
Colorado
$335K
TCM
1558
Tributary Capital Management
Nebraska
$334K
UCB
1559
United Community Bank
South Carolina
$333K
VCM
1560
Versant Capital Management
Arizona
$333K
AFA
1561
AA Financial Advisors
Ohio
$333K
AA
1562
Acorns Advisers
California
$332K
MIC
1563
Meridian Investment Counsel
California
$332K
CM
1564
Cornerstone Management
Georgia
$331K
XT
1565
XTX Topco
Cayman Islands
$330K
FA
1566
Fagan Associates
New York
$330K
CFP
1567
Catalyst Financial Partners
Massachusetts
$330K
PHS
1568
Pekin Hardy Strauss
Illinois
$330K
BAM
1569
Byrne Asset Management
New Jersey
$329K
VCM
1570
Virtue Capital Management
Tennessee
$329K
WCAMG
1571
Woodard & Company Asset Management Group
North Carolina
$329K
OBGC
1572
O'Brien Greene & Co
Pennsylvania
$327K
SHFP
1573
Second Half Financial Partners
Florida
$327K
MWM
1574
MOR Wealth Management
Pennsylvania
$326K
BLAM
1575
Bourne Lent Asset Management
New York
$325K