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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
IAG
1776
Ipsen Advisor Group
Arkansas
$244K
MO
1777
McMillan Office
Michigan
$244K
GDP
1778
Great Diamond Partners
Maine
$244K
RFM
1779
Royal Fund Management
Florida
$244K
GL
1780
Gerber LLC
Ohio
$243K
PFT
1781
Providence First Trust
Arizona
$242K
EAM
1782
Evanson Asset Management
California
$242K
CPA
1783
Capital Performance Advisors
California
$242K
RA
1784
Rodgers & Associates
Pennsylvania
$242K
PHIC
1785
Pine Haven Investment Counsel
Massachusetts
$242K
BAM
1786
Boyar Asset Management
New York
$241K
IAS
1787
Investment Advisory Services
Texas
$241K
CCC
1788
Chelsea Counsel Company
California
$241K
NB
1789
Northwest Bancshares
Pennsylvania
$240K
NFSG
1790
Newbridge Financial Services Group
Florida
$240K
AW
1791
Alteri Wealth
California
$239K
LCM
1792
Liberty Capital Management
Michigan
$239K
SFS
1793
Strategic Financial Services
New York
$239K
CSPIA
1794
Cary Street Partners Investment Advisory
Virginia
$238K
PAS
1795
PKS Advisory Services
New York
$238K
CFS
1796
CRA Financial Services
New Jersey
$238K
IIC
1797
Ironwood Investment Counsel
Arizona
$238K
WTC
1798
WhitTier Trust Company
Nevada
$238K
SL
1799
Sentinus LLC
Illinois
$237K
PBC
1800
Pavion Blue Capital
California
$237K