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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
BB
1776
Berkshire Bank
Massachusetts
$248K
OAS
1777
Optivise Advisory Services
Tennessee
$248K
HCG
1778
Haven Capital Group
California
$246K
CC
1779
Corsicana & Co
Texas
$246K
SCA
1780
Strathmore Capital Advisors
North Carolina
$246K
ACM
1781
Ardent Capital Management
Ohio
$245K
OWA
1782
Octavia Wealth Advisors
Ohio
$245K
WAM
1783
Worth Asset Management
Texas
$245K
IAG
1784
Ipsen Advisor Group
Arkansas
$244K
MO
1785
McMillan Office
Michigan
$244K
GDP
1786
Great Diamond Partners
Maine
$244K
RFM
1787
Royal Fund Management
Florida
$244K
GL
1788
Gerber LLC
Ohio
$243K
PFT
1789
Providence First Trust
Arizona
$242K
EAM
1790
Evanson Asset Management
California
$242K
CPA
1791
Capital Performance Advisors
California
$242K
RA
1792
Rodgers & Associates
Pennsylvania
$242K
PHIC
1793
Pine Haven Investment Counsel
Massachusetts
$242K
BAM
1794
Boyar Asset Management
New York
$241K
IAS
1795
Investment Advisory Services
Texas
$241K
CCC
1796
Chelsea Counsel Company
California
$241K
NB
1797
Northwest Bancshares
Pennsylvania
$240K
NFSG
1798
Newbridge Financial Services Group
Florida
$240K
AW
1799
Alteri Wealth
California
$239K
LCM
1800
Liberty Capital Management
Michigan
$239K