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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
IAS
1551
Insigneo Advisory Services
Florida
$343K
PL
1552
Plancorp LLC
Missouri
$343K
LOPW
1553
Live Oak Private Wealth
North Carolina
$343K
TPBG
1554
Turning Point Benefit Group
Maryland
$342K
RBWA
1555
RFG - Bristol Wealth Advisors
Massachusetts
$342K
NAMNJ
1556
NorthStar Asset Management (New Jersey)
New Jersey
$340K
TC
1557
Trust Company
Kansas
$340K
PB
1558
Pinnacle Bancorp
Nebraska
$340K
MA
1559
MJP Associates
Connecticut
$339K
TCOT
1560
Trust Company of Toledo
Ohio
$339K
AFM
1561
Armstrong Fleming & Moore
District of Columbia
$338K
SP
1562
Symmetry Partners
Connecticut
$338K
NCM
1563
Narwhal Capital Management
Georgia
$337K
IFWM
1564
Institute for Wealth Management
Colorado
$335K
TCM
1565
Tributary Capital Management
Nebraska
$334K
UCB
1566
United Community Bank
South Carolina
$333K
VCM
1567
Versant Capital Management
Arizona
$333K
AFA
1568
AA Financial Advisors
Ohio
$333K
AA
1569
Acorns Advisers
California
$332K
MIC
1570
Meridian Investment Counsel
California
$332K
CM
1571
Cornerstone Management
Georgia
$331K
XT
1572
XTX Topco
Cayman Islands
$330K
FA
1573
Fagan Associates
New York
$330K
CFP
1574
Catalyst Financial Partners
Massachusetts
$330K
PHS
1575
Pekin Hardy Strauss
Illinois
$330K