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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
TIM
1826
Tevis Investment Management
Texas
$230K
ACM
1827
Advance Capital Management
Michigan
$230K
VMMC
1828
V.M. Manning & Co
South Carolina
$230K
PCA
1829
Prosperity Capital Advisors
Ohio
$229K
NRW
1830
Nova R Wealth
Kansas
$229K
FFC
1831
Frederick Financial Consultants
Maryland
$228K
FWM
1832
Finer Wealth Management
Massachusetts
$228K
BWP
1833
Barlow Wealth Partners
Kentucky
$228K
MFA
1834
Mayflower Financial Advisors
Massachusetts
$228K
LTI
1835
Laffer Tengler Investments
Tennessee
$227K
FFG
1836
Floyd Financial Group
Missouri
$227K
RIM
1837
Rockbridge Investment Management
New York
$227K
CCM
1838
Chickasaw Capital Management
Tennessee
$227K
AIIMS
1839
Analyst IMS Investment Management Services
Israel
$227K
BFA
1840
Buttonwood Financial Advisors
Maryland
$227K
FF
1841
Francis Financial
$227K
WP
1842
WealthShield Partners
North Carolina
$226K
DIM
1843
Delta Investment Management
California
$225K
LAM
1844
Longboard Asset Management
Arizona
$224K
FG
1845
Foster Group
Iowa
$224K
BSC
1846
BRIGHTON SECURITIES CORP.
New York
$224K
AF
1847
Aldebaran Financial
$223K
PFM
1848
Patton Fund Management
Texas
$223K
PSCM
1849
Per Stirling Capital Management
Texas
$223K
LI
1850
LMCG Investments
Massachusetts
$222K