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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
LBC
1726
Leigh Baldwin & Co
New York
$266K
WC
1727
Whitney & Co
New York
$266K
BFA
1728
Brown Financial Advisory
Alabama
$265K
VWM
1729
Vermillion Wealth Management
Minnesota
$265K
SFB
1730
STAR Financial Bank
Indiana
$265K
GIA
1731
Gateway Investment Advisers
Ohio
$265K
RPC
1732
Rossmore Private Capital
Connecticut
$264K
FA
1733
FSA Advisors
Michigan
$264K
CC
1734
Cultivar Capital
Texas
$262K
IAMOG
1735
Investors Asset Management of Georgia
Georgia
$262K
RW
1736
Ridgeline Wealth
Arizona
$262K
KF
1737
KKM Financial
Illinois
$262K
5NPW
1738
55 North Private Wealth
Florida
$262K
ACA
1739
Anchor Capital Advisors
Massachusetts
$262K
AMAL
1740
Asset Management Advisors LLC
Oklahoma
$262K
B
1741
Bellecapital
Switzerland
$262K
FNBTCON
1742
First National Bank & Trust Co of Newtown
Pennsylvania
$261K
KCM
1743
KRS Capital Management
Michigan
$260K
PGAM
1744
Princeton Global Asset Management
New Jersey
$260K
BC
1745
Barnett & Company
Tennessee
$260K
QPWM
1746
Quadrant Private Wealth Management
Pennsylvania
$260K
APA
1747
Astoria Portfolio Advisors
New York
$260K
FAT
1748
First American Trust
California
$259K
SA
1749
Strategic Advisors
New York
$259K
BWM
1750
Baron Wealth Management
Michigan
$259K