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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
SFS
1801
Strategic Financial Services
New York
$239K
CSPIA
1802
Cary Street Partners Investment Advisory
Virginia
$238K
PAS
1803
PKS Advisory Services
New York
$238K
CFS
1804
CRA Financial Services
New Jersey
$238K
IIC
1805
Ironwood Investment Counsel
Arizona
$238K
WTC
1806
WhitTier Trust Company
Nevada
$238K
SL
1807
Sentinus LLC
Illinois
$237K
PBC
1808
Pavion Blue Capital
California
$237K
BBA
1809
Braun-Bostich & Associates
Pennsylvania
$236K
CA
1810
Callahan Advisors
Texas
$235K
CCM
1811
Crew Capital Management
Ohio
$235K
VIP
1812
Vista Investment Partners
Oklahoma
$235K
SIC
1813
Samalin Investment Counsel
New York
$235K
LWCFA
1814
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$235K
LA
1815
Legacy Advisors
Pennsylvania
$234K
LEA
1816
Legacy Edge Advisors
New York
$234K
PPWM
1817
PFG Private Wealth Management
Florida
$234K
PWC
1818
PYA Waltman Capital
Tennessee
$233K
WA
1819
Waterford Advisors
New York
$233K
NCM
1820
Noesis Capital Mangement
Florida
$233K
KCM
1821
Kathmere Capital Management
Pennsylvania
$233K
ALC
1822
Alexander Labrunerie & Co
Missouri
$233K
OP
1823
ORG Partners
Indiana
$233K
KWM
1824
KW Wealth Management
California
$232K
UIM
1825
Unified Investment Management
Georgia
$232K