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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
WT
1951
Whittier Trust
California
$194K
ICM
1952
Islay Capital Management
Texas
$192K
CP
1953
Camelot Portfolios
Ohio
$192K
VWA
1954
VSM Wealth Advisory
Maryland
$190K
SC
1955
Stephens Consulting
Michigan
$189K
FDCP
1956
Foster Dykema Cabot & Partners
Massachusetts
$188K
TIA
1957
Tiemann Investment Advisors
California
$181K
BWL
1958
Bogart Wealth LLC
Virginia
$180K
MWPCG
1959
Measured Wealth Private Client Group
New Hampshire
$177K
TTIC
1960
Tower Trust & Investment Company
Iowa
$175K
SPF
1961
South Plains Financial
Texas
$175K
MCI
1962
MRP Capital Investments
Georgia
$174K
OSNBOA
1963
Old Second National Bank of Aurora
Illinois
$174K
OCM
1964
Osterweis Capital Management
California
$173K
HIMS
1965
Hager Investment Management Services
New Hampshire
$165K
PB
1966
Prosperity Bancshares
Texas
$165K
RA
1967
Ransom Advisory
Rhode Island
$163K
RFG
1968
REAP Financial Group
Texas
$163K
CAL
1969
Capital Advisors Ltd
Ohio
$161K
KFAS
1970
Keating Financial Advisory Services
Kansas
$158K
PWM
1971
Proathlete Wealth Management
Florida
$158K
TWM
1972
Tripletail Wealth Management
Florida
$157K
Optiver Holding
1973
Optiver Holding
Netherlands
$154K
CB
1974
Community Bank
New York
$153K
CFD
1975
Creative Financial Designs
Indiana
$151K