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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
DIP
1751
Davis Investment Partners
North Carolina
$255K
ACM
1752
Aster Capital Management
United Arab Emirates
$254K
HW
1753
HORAN Wealth
Ohio
$254K
DA
1754
Dover Advisors
Virginia
$254K
TPA
1755
Trivium Point Advisory
Connecticut
$253K
FCFC
1756
First Citizens Financial Corp
Iowa
$253K
AIC
1757
Argus Investors Counsel
New York
$253K
WAM
1758
WealthTrust Asset Management
Florida
$253K
SAM
1759
Sompo Asset Management
Japan
$253K
JCM
1760
Jacobsen Capital Management
Utah
$253K
NEWAS
1761
N.E.W. Advisory Services
Wisconsin
$252K
RRWA
1762
Rainey & Randall Wealth Advisors
Florida
$252K
LWA
1763
Ledgewood Wealth Advisors
New Hampshire
$252K
SEP
1764
Signature Equity Partners
Ohio
$252K
CAM
1765
Councilmark Asset Management
Tennessee
$251K
FWM
1766
Forefront Wealth Management
Pennsylvania
$251K
HPIA
1767
Hamilton Point Investment Advisors
North Carolina
$251K
SRC
1768
Shufro Rose & Co
New York
$251K
4WM
1769
44 Wealth Management
Oregon
$251K
SQA
1770
Simon Quick Advisors
New Jersey
$250K
KFGG
1771
Keystone Financial Group (Georgia)
Georgia
$250K
GWM
1772
Glass Wealth Management
Texas
$249K
NHT
1773
New Hampshire Trust
New Hampshire
$249K
PFBT
1774
Parkside Financial Bank & Trust
Missouri
$249K
EA
1775
Enclave Advisors
Texas
$248K