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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
DDC
1651
DF Dent & Co
Maryland
$291K
SSG
1652
Summit Securities Group
New York
$291K
MHC
1653
May Hill Capital
Massachusetts
$291K
FFA
1654
Founders Financial Alliance
North Carolina
$291K
MFG
1655
MidWestOne Financial Group
Iowa
$291K
MCFP
1656
Mallini Complete Financial Planning
Florida
$291K
MFS
1657
Madrona Financial Services
Washington
$290K
CCT
1658
Capital City Trust
Florida
$290K
JIC
1659
Joel Isaacson & Co
New York
$289K
PFWA
1660
Paces Ferry Wealth Advisors
Georgia
$289K
Kovitz Investment Group Partners
1661
Kovitz Investment Group Partners
Illinois
$288K
AOWM
1662
Alpha Omega Wealth Management
Virginia
$288K
ANTB
1663
AMG National Trust Bank
Colorado
$288K
MNBTD
1664
Moody National Bank Trust Division
Texas
$288K
WIM
1665
Westside Investment Management
California
$287K
CH
1666
CDKV Holdings
Colorado
$287K
FIG
1667
FSA Investment Group
Florida
$287K
RYA
1668
Richard Young Associates
Georgia
$287K
SWP
1669
Summit Wealth Partners
Florida
$287K
TCWM
1670
Total Clarity Wealth Management
Illinois
$286K
MWM
1671
MBE Wealth Management
Wisconsin
$286K
PPH
1672
Pure Portfolios Holdings
Oregon
$286K
MAFA
1673
MJT & Associates Financial Advisory
Minnesota
$285K
GWM
1674
Gibbs Wealth Management
Georgia
$285K
SW
1675
SkyOak Wealth
Michigan
$285K