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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
OSNBOA
1951
Old Second National Bank of Aurora
Illinois
$174K
OCM
1952
Osterweis Capital Management
California
$173K
HIMS
1953
Hager Investment Management Services
New Hampshire
$165K
PB
1954
Prosperity Bancshares
Texas
$165K
RA
1955
Ransom Advisory
Rhode Island
$163K
RFG
1956
REAP Financial Group
Texas
$163K
CAL
1957
Capital Advisors Ltd
Ohio
$161K
KFAS
1958
Keating Financial Advisory Services
Kansas
$158K
PWM
1959
Proathlete Wealth Management
Florida
$158K
TWM
1960
Tripletail Wealth Management
Florida
$157K
Optiver Holding
1961
Optiver Holding
Netherlands
$154K
CB
1962
Community Bank
New York
$153K
CFD
1963
Creative Financial Designs
Indiana
$151K
SAM
1964
S.A. Mason
Michigan
$151K
SCM
1965
Silvant Capital Management
Georgia
$151K
RWM
1966
RMG Wealth Management
Wisconsin
$148K
FFO
1967
Fortitude Family Office
Arizona
$146K
MCM
1968
MV Capital Management
Maryland
$144K
TSMHT
1969
Thurston Springer Miller Herd & Titak
Indiana
$144K
CM
1970
Capula Management
Cayman Islands
$140K
DMBA
1971
Deseret Mutual Benefit Administrators
Utah
$136K
LAS
1972
Lloyd Advisory Services
Georgia
$135K
CFFP
1973
Center for Financial Planning
Michigan
$134K
DE
1974
DV Equities
Illinois
$134K
GWP
1975
Gen-Wealth Partners
Michigan
$132K