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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
First Manhattan
1826
First Manhattan
New York
$232K
CGPCS
1827
Capital Group Private Client Services
California
$232K
RMDI
1828
R.M. Davis Inc
Maine
$232K
ZAM
1829
Zevin Asset Management
Massachusetts
$231K
VDC
1830
Van Diest Capital
Iowa
$231K
FFS
1831
Founders Financial Securities
Maryland
$231K
GFP
1832
Gryphon Financial Partners
Ohio
$231K
MWP
1833
Meriwether Wealth & Planning
Louisiana
$230K
XWL
1834
XXI Wealth LLC
Illinois
$230K
TIM
1835
Tevis Investment Management
Texas
$230K
ACM
1836
Advance Capital Management
Michigan
$230K
VMMC
1837
V.M. Manning & Co
South Carolina
$230K
PCA
1838
Prosperity Capital Advisors
Ohio
$229K
NRW
1839
Nova R Wealth
Kansas
$229K
FFC
1840
Frederick Financial Consultants
Maryland
$228K
FWM
1841
Finer Wealth Management
Massachusetts
$228K
BWP
1842
Barlow Wealth Partners
Kentucky
$228K
MFA
1843
Mayflower Financial Advisors
Massachusetts
$228K
LTI
1844
Laffer Tengler Investments
Tennessee
$227K
FFG
1845
Floyd Financial Group
Missouri
$227K
RIM
1846
Rockbridge Investment Management
New York
$227K
CCM
1847
Chickasaw Capital Management
Tennessee
$227K
AIIMS
1848
Analyst IMS Investment Management Services
Israel
$227K
BFA
1849
Buttonwood Financial Advisors
Maryland
$227K
FF
1850
Francis Financial
$227K