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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
WIM
1676
Warwick Investment Management
Texas
$278K
SN
1677
Sittner & Nelson
Oregon
$278K
LSIA
1678
LaSalle St. Investment Advisors
Illinois
$277K
AGC
1679
Aspen Grove Capital
Colorado
$276K
OL
1680
OneFund LLC
Florida
$275K
EWS
1681
Eagle Wealth Strategies
New Jersey
$275K
CIA
1682
Choate Investment Advisors
Massachusetts
$275K
PFS
1683
Prospect Financial Services
New York
$274K
ACM
1684
Aurdan Capital Management
Pennsylvania
$274K
CT
1685
Coastline Trust
Rhode Island
$274K
IA
1686
Insight Advisors
Pennsylvania
$274K
BPWM
1687
BCS Private Wealth Management
New Jersey
$273K
FPGK
1688
Financial Partners Group (Kansas)
Kansas
$272K
HBS
1689
Howard Bailey Securities
Indiana
$272K
MA
1690
MCF Advisors
Kentucky
$271K
SEIA
1691
Signature Estate & Investment Advisors
California
$271K
SWM
1692
Segment Wealth Management
Texas
$271K
SC
1693
Sapient Capital
Indiana
$271K
SFG
1694
SageGuard Financial Group
Tennessee
$271K
BFA
1695
Brendel Financial Advisors
New Hampshire
$270K
CT
1696
Colonial Trust
South Carolina
$270K
BBES
1697
Buffalo Business & Estate Services
New York
$270K
GHAM
1698
Gilman Hill Asset Management
Connecticut
$270K
VIP
1699
Value Investment Professionals
New York
$270K
CIM
1700
Cambria Investment Management
California
$270K