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Southern Company

2,257 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 864 increasing their positions, 803 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%72.39% (+0.87%)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.02B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,257
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
FWM
1851
Finer Wealth Management
Massachusetts
$228K
BWP
1852
Barlow Wealth Partners
Kentucky
$228K
MFA
1853
Mayflower Financial Advisors
Massachusetts
$228K
LTI
1854
Laffer Tengler Investments
Tennessee
$227K
FFG
1855
Floyd Financial Group
Missouri
$227K
RIM
1856
Rockbridge Investment Management
New York
$227K
CCM
1857
Chickasaw Capital Management
Tennessee
$227K
AIIMS
1858
Analyst IMS Investment Management Services
Israel
$227K
BFA
1859
Buttonwood Financial Advisors
Maryland
$227K
FF
1860
Francis Financial
$227K
WP
1861
WealthShield Partners
North Carolina
$226K
DIM
1862
Delta Investment Management
California
$225K
LAM
1863
Longboard Asset Management
Arizona
$224K
FG
1864
Foster Group
Iowa
$224K
BS
1865
Brighton Securities
New York
$224K
AF
1866
Aldebaran Financial
$223K
PFM
1867
Patton Fund Management
Texas
$223K
PSCM
1868
Per Stirling Capital Management
Texas
$223K
LI
1869
LMCG Investments
Massachusetts
$222K
LAM
1870
Lewis Asset Management
California
$222K
APG
1871
Abacus Planning Group
South Carolina
$222K
CFCI
1872
Comprehensive Financial Consultants Institutional
Indiana
$221K
LSA
1873
Leonteq Securities AG
Switzerland
$221K
BPWM
1874
Badgley Phelps Wealth Managers
Washington
$221K
EFG
1875
Everhart Financial Group
Ohio
$221K