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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
KCM
1726
KRS Capital Management
Michigan
$260K
PGAM
1727
Princeton Global Asset Management
New Jersey
$260K
BC
1728
Barnett & Company
Tennessee
$260K
QPWM
1729
Quadrant Private Wealth Management
Pennsylvania
$260K
APA
1730
Astoria Portfolio Advisors
New York
$260K
FAT
1731
First American Trust
California
$259K
SA
1732
Strategic Advisors
New York
$259K
BWM
1733
Baron Wealth Management
Michigan
$259K
UWM
1734
USAdvisors Wealth Management
Minnesota
$258K
NSAM
1735
North Star Asset Management
Wisconsin
$258K
PJWM
1736
Philip James Wealth Mangement
Georgia
$257K
LCM
1737
Lazari Capital Management
California
$256K
HA
1738
HC Advisors
Georgia
$256K
EF
1739
Elite Financial
Idaho
$256K
LGG
1740
Luts & Greenleigh Group
Maryland
$255K
HIC
1741
Harvey Investment Company
Kentucky
$255K
NA
1742
Nordwand Advisors
Pennsylvania
$255K
DIP
1743
Davis Investment Partners
North Carolina
$255K
ACM
1744
Aster Capital Management
United Arab Emirates
$254K
HW
1745
HORAN Wealth
Ohio
$254K
DA
1746
Dover Advisors
Virginia
$254K
TPA
1747
Trivium Point Advisory
Connecticut
$253K
FCFC
1748
First Citizens Financial Corp
Iowa
$253K
AIC
1749
Argus Investors Counsel
New York
$253K
WAM
1750
WealthTrust Asset Management
Florida
$253K