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Southern Company

2,257 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 864 increasing their positions, 803 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%72.39% (+0.87%)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.02B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,257
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
AA
1576
Acorns Advisers
California
$332K
MIC
1577
Meridian Investment Counsel
California
$332K
CM
1578
Cornerstone Management
Georgia
$331K
XT
1579
XTX Topco
Cayman Islands
$330K
FA
1580
Fagan Associates
New York
$330K
SWP
1581
Strategic Wealth Partners
Ohio
$330K
CFP
1582
Catalyst Financial Partners
Massachusetts
$330K
PHS
1583
Pekin Hardy Strauss
Illinois
$330K
BAM
1584
Byrne Asset Management
New Jersey
$329K
VCM
1585
Virtue Capital Management
Tennessee
$329K
WCAMG
1586
Woodard & Company Asset Management Group
North Carolina
$329K
OBGC
1587
O'Brien Greene & Co
Pennsylvania
$327K
SHFP
1588
Second Half Financial Partners
Florida
$327K
MWM
1589
MOR Wealth Management
Pennsylvania
$326K
BLAM
1590
Bourne Lent Asset Management
New York
$325K
HCM
1591
Hodges Capital Management
Texas
$325K
EIP
1592
Ellis Investment Partners
Pennsylvania
$324K
TIM
1593
Thompson Investment Management
Wisconsin
$324K
LA
1594
Latitude Advisors
Florida
$323K
VW
1595
Vantus Wealth
Pennsylvania
$323K
DWA
1596
Douglass Winthrop Advisors
New York
$323K
WPC
1597
White Pine Capital
Minnesota
$322K
PRP
1598
Peak Retirement Planning
Ohio
$321K
BLC
1599
Brown, Lisle/Cummings
Rhode Island
$321K
RIS
1600
Retirement Income Solutions
Michigan
$320K