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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
FH
1626
Financial Harvest
Florida
$295K
DIM
1627
DLK Investment Management
California
$294K
FWCM
1628
Ferguson Wellman Capital Management
Oregon
$294K
SAW
1629
Signal Advisors Wealth
Michigan
$294K
AP
1630
Appleton Partners
Massachusetts
$294K
CW
1631
Code Waechter
Florida
$292K
SCA
1632
Stonebridge Capital Advisors
Minnesota
$292K
FAG
1633
Fortitude Advisory Group
Washington
$292K
SIM
1634
Sentry Investment Management
Wisconsin
$292K
OAM
1635
Oppenheimer Asset Management
New York
$292K
DDC
1636
DF Dent & Co
Maryland
$291K
SSG
1637
Summit Securities Group
New York
$291K
FFA
1638
Founders Financial Alliance
North Carolina
$291K
MFG
1639
MidWestOne Financial Group
Iowa
$291K
MCFP
1640
Mallini Complete Financial Planning
Florida
$291K
MFS
1641
Madrona Financial Services
Washington
$290K
CCT
1642
Capital City Trust
Florida
$290K
JIC
1643
Joel Isaacson & Co
New York
$289K
PFWA
1644
Paces Ferry Wealth Advisors
Georgia
$289K
Kovitz Investment Group Partners
1645
Kovitz Investment Group Partners
Illinois
$288K
AOWM
1646
Alpha Omega Wealth Management
Virginia
$288K
ANTB
1647
AMG National Trust Bank
Colorado
$288K
MNBTD
1648
Moody National Bank Trust Division
Texas
$288K
WIM
1649
Westside Investment Management
California
$287K
CH
1650
CDKV Holdings
Colorado
$287K