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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
BBA
1801
Braun-Bostich & Associates
Pennsylvania
$236K
CA
1802
Callahan Advisors
Texas
$235K
CCM
1803
Crew Capital Management
Ohio
$235K
VIP
1804
Vista Investment Partners
Oklahoma
$235K
SIC
1805
Samalin Investment Counsel
New York
$235K
LWCFA
1806
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$235K
LA
1807
Legacy Advisors
Pennsylvania
$234K
PPWM
1808
PFG Private Wealth Management
Florida
$234K
LEA
1809
Legacy Edge Advisors
New York
$234K
PWC
1810
PYA Waltman Capital
Tennessee
$233K
WA
1811
Waterford Advisors
New York
$233K
NCM
1812
Noesis Capital Mangement
Florida
$233K
KCM
1813
Kathmere Capital Management
Pennsylvania
$233K
OP
1814
ORG Partners
Indiana
$233K
KWM
1815
KW Wealth Management
California
$232K
UIM
1816
Unified Investment Management
Georgia
$232K
First Manhattan
1817
First Manhattan
New York
$232K
CGPCS
1818
Capital Group Private Client Services
California
$232K
RMDI
1819
R.M. Davis Inc
Maine
$232K
ZAM
1820
Zevin Asset Management
Massachusetts
$231K
VDC
1821
Van Diest Capital
Iowa
$231K
FFS
1822
Founders Financial Securities
Maryland
$231K
GFP
1823
Gryphon Financial Partners
Ohio
$231K
MWP
1824
Meriwether Wealth & Planning
Louisiana
$230K
XWL
1825
XXI Wealth LLC
Illinois
$230K