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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
BAM
1576
Byrne Asset Management
New Jersey
$329K
VCM
1577
Virtue Capital Management
Tennessee
$329K
WCAMG
1578
Woodard & Company Asset Management Group
North Carolina
$329K
OBGC
1579
O'Brien Greene & Co
Pennsylvania
$327K
SHFP
1580
Second Half Financial Partners
Florida
$327K
MWM
1581
MOR Wealth Management
Pennsylvania
$326K
BLAM
1582
Bourne Lent Asset Management
New York
$325K
HCM
1583
Hodges Capital Management
Texas
$325K
EIP
1584
Ellis Investment Partners
Pennsylvania
$324K
TIM
1585
Thompson Investment Management
Wisconsin
$324K
LA
1586
Latitude Advisors
Florida
$323K
VW
1587
Vantus Wealth
Pennsylvania
$323K
DWA
1588
Douglass Winthrop Advisors
New York
$323K
WPC
1589
White Pine Capital
Minnesota
$322K
PRP
1590
Peak Retirement Planning
Ohio
$321K
BLC
1591
Brown, Lisle/Cummings
Rhode Island
$321K
RIS
1592
Retirement Income Solutions
Michigan
$320K
CCMG
1593
Connecticut Capital Management Group
Connecticut
$319K
MWM
1594
Magnolia Wealth Management
Alabama
$319K
HIW
1595
Holos Integrated Wealth
Pennsylvania
$318K
SWM
1596
Stronghold Wealth Management
Florida
$318K
KWMG
1597
King Wealth Management Group
Florida
$318K
MCWA
1598
Meadow Creek Wealth Advisors
Georgia
$317K
GAM
1599
Grandview Asset Management
Pennsylvania
$317K
KAM
1600
KEB Asset Management
Illinois
$317K