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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
WP
1851
WealthShield Partners
North Carolina
$226K
DIM
1852
Delta Investment Management
California
$225K
LAM
1853
Longboard Asset Management
Arizona
$224K
FG
1854
Foster Group
Iowa
$224K
BS
1855
Brighton Securities
New York
$224K
AF
1856
Aldebaran Financial
$223K
PFM
1857
Patton Fund Management
Texas
$223K
PSCM
1858
Per Stirling Capital Management
Texas
$223K
LI
1859
LMCG Investments
Massachusetts
$222K
LAM
1860
Lewis Asset Management
California
$222K
APG
1861
Abacus Planning Group
South Carolina
$222K
CFCI
1862
Comprehensive Financial Consultants Institutional
Indiana
$221K
LSA
1863
Leonteq Securities AG
Switzerland
$221K
BPWM
1864
Badgley Phelps Wealth Managers
Washington
$221K
EFG
1865
Everhart Financial Group
Ohio
$221K
WWM
1866
Whalen Wealth Management
Nevada
$220K
ESC
1867
Eurizon SLJ Capital
$220K
TWM
1868
Triton Wealth Management
Arizona
$220K
AWM
1869
Accel Wealth Management
Iowa
$220K
CA
1870
Continuum Advisory
Idaho
$220K
SPI
1871
Santori & Peters Inc
Pennsylvania
$219K
Fayez Sarofim & Co
1872
Fayez Sarofim & Co
Texas
$218K
GWCM
1873
Godshalk Welsh Capital Management
Pennsylvania
$218K
EC
1874
Enhancing Capital
Pennsylvania
$218K
CPG
1875
Cornerstone Planning Group
New Jersey
$217K