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Southern Company

2,261 hedge funds and large institutions have $69.6B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 864 increasing their positions, 803 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 241 | Existing positions closed: 147

22% more call options, than puts

Call options by funds: $1.97B | Put options by funds: $1.62B

2% more funds holding

Funds holding: 2,2142,261 (+47)

8% more repeat investments, than reductions

Existing positions increased: 864 | Existing positions reduced: 803

0.93% more ownership

Funds ownership: 71.51%72.44% (+0.93%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

7% less capital invested

Capital invested by funds: $74.6B → $69.6B (-$4.97B)

Holders
2,261
Holders Change
+47
Holders Change %
+2.12%
% of All Funds
27.51%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.19%
New
241
Increased
864
Reduced
803
Closed
147
Calls
$1.97B
Puts
$1.62B
Net Calls
+$352M
Net Calls Change
+$80.3M
Name Holding Trade Value Shares
Change
Change in
Stake
T
1951
TrustBank
Illinois
$200K +$209K +2,294 New
JGIA
1952
Jackson Grant Investment Advisers
Connecticut
$199K +$19.8K +217 +11%
WT
1953
Whittier Trust
California
$194K +$93.1K +1,020 +86%
ICM
1954
Islay Capital Management
Texas
$192K
CP
1955
Camelot Portfolios
Ohio
$192K
VWA
1956
VSM Wealth Advisory
Maryland
$190K -$28.5K -312 -13%
SC
1957
Stephens Consulting
Michigan
$189K +$1.55K +17 +0.8%
FDCP
1958
Foster Dykema Cabot & Partners
Massachusetts
$188K
TIA
1959
Tiemann Investment Advisors
California
$181K -$45.6K -500 -19%
BWL
1960
Bogart Wealth LLC
Virginia
$180K +$11.6K +127 +7%
MWPCG
1961
Measured Wealth Private Client Group
New Hampshire
$177K -$2.19K -24 -1%
TTIC
1962
Tower Trust & Investment Company
Iowa
$175K
SPF
1963
South Plains Financial
Texas
$175K
MCI
1964
MRP Capital Investments
Georgia
$174K -$91.3K -1,000 -33%
OSNBOA
1965
Old Second National Bank of Aurora
Illinois
$174K
OCM
1966
Osterweis Capital Management
California
$173K
HIMS
1967
Hager Investment Management Services
New Hampshire
$165K -$17.5K -192 -9%
PB
1968
Prosperity Bancshares
Texas
$165K +$173K +1,895 New
RA
1969
Ransom Advisory
Rhode Island
$163K
RFG
1970
REAP Financial Group
Texas
$163K +$23.6K +258 +16%
CAL
1971
Capital Advisors Ltd
Ohio
$161K
KFAS
1972
Keating Financial Advisory Services
Kansas
$158K +$165K +1,809 New
PWM
1973
Proathlete Wealth Management
Florida
$158K +$2.19K +24 +1%
TWM
1974
Tripletail Wealth Management
Florida
$157K -$7.21K -79 -4%
Optiver Holding
1975
Optiver Holding
Netherlands
$154K +$162K +1,770 New