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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
UWM
1751
USAdvisors Wealth Management
Minnesota
$258K
NSAM
1752
North Star Asset Management
Wisconsin
$258K
PJWM
1753
Philip James Wealth Mangement
Georgia
$257K
LCM
1754
Lazari Capital Management
California
$256K
HA
1755
HC Advisors
Georgia
$256K
EF
1756
Elite Financial
Idaho
$256K
LGG
1757
Luts & Greenleigh Group
Maryland
$255K
HIC
1758
Harvey Investment Company
Kentucky
$255K
NA
1759
Nordwand Advisors
Pennsylvania
$255K
WA
1760
Walsh & Associates
Florida
$255K
DIP
1761
Davis Investment Partners
North Carolina
$255K
ACM
1762
Aster Capital Management
United Arab Emirates
$254K
HW
1763
HORAN Wealth
Ohio
$254K
DA
1764
Dover Advisors
Virginia
$254K
TPA
1765
Trivium Point Advisory
Connecticut
$253K
FCFC
1766
First Citizens Financial Corp
Iowa
$253K
AIC
1767
Argus Investors Counsel
New York
$253K
WAM
1768
WealthTrust Asset Management
Florida
$253K
SAM
1769
Sompo Asset Management
Japan
$253K
JCM
1770
Jacobsen Capital Management
Utah
$253K
NEWAS
1771
N.E.W. Advisory Services
Wisconsin
$252K
RRWA
1772
Rainey & Randall Wealth Advisors
Florida
$252K
LWA
1773
Ledgewood Wealth Advisors
New Hampshire
$252K
SEP
1774
Signature Equity Partners
Ohio
$252K
CAM
1775
Councilmark Asset Management
Tennessee
$251K