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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
LAM
1676
LOM Asset Management
$280K
PTP
1677
Platform Technology Partners
New York
$280K
BWM
1678
Biltmore Wealth Management
Arizona
$279K
WI
1679
Wedgewood Investors
Pennsylvania
$279K
PCA
1680
Private Capital Advisors
Connecticut
$279K
CRI
1681
Colonial River Investments
Virginia
$278K
ZF
1682
Zhang Financial
Michigan
$278K
WIM
1683
Warwick Investment Management
Texas
$278K
SN
1684
Sittner & Nelson
Oregon
$278K
LSIA
1685
LaSalle St. Investment Advisors
Illinois
$277K
NSG
1686
Nalls Sherbakoff Group
Tennessee
$276K
AGC
1687
Aspen Grove Capital
Colorado
$276K
OL
1688
OneFund LLC
Florida
$275K
EWS
1689
Eagle Wealth Strategies
New Jersey
$275K
CIA
1690
Choate Investment Advisors
Massachusetts
$275K
PFS
1691
Prospect Financial Services
New York
$274K
ACM
1692
Aurdan Capital Management
Pennsylvania
$274K
CT
1693
Coastline Trust
Rhode Island
$274K
IA
1694
Insight Advisors
Pennsylvania
$274K
BPWM
1695
BCS Private Wealth Management
New Jersey
$273K
FPGK
1696
Financial Partners Group (Kansas)
Kansas
$272K
HBS
1697
Howard Bailey Securities
Indiana
$272K
MA
1698
MCF Advisors
Kentucky
$271K
SEIA
1699
Signature Estate & Investment Advisors
California
$271K
SWM
1700
Segment Wealth Management
Texas
$271K