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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
TF
2076
Tompkins Financial
New York
$48.4K
SFG
2077
Strive Financial Group
Indiana
$47.8K
MAS
2078
MPWM Advisory Solutions
Georgia
$47.5K
AIS
2079
Advocate Investing Services
Maryland
$46.2K
IRAG
2080
Investment Research & Advisory Group
Georgia
$44.6K
CB
2081
CNB Bank
Pennsylvania
$43.9K
HSA
2082
Hussman Strategic Advisors
Maryland
$43.6K
AIM
2083
Access Investment Management
Georgia
$41.8K
MTIC
2084
Missouri Trust & Investment Company
Missouri
$41K
WA
2085
WPG Advisers
Maryland
$40.6K
SWA
2086
SOA Wealth Advisors
New York
$39.6K
BHWM
2087
Beaird Harris Wealth Management
Texas
$39.5K
CTC
2088
Cetera Trust Company
Minnesota
$39.2K
KFI
2089
Key Financial Inc
Pennsylvania
$39.2K
MMCM
2090
Murphy & Mullick Capital Management
New York
$39.1K
LWM
2091
Lodestone Wealth Management
Washington
$38.6K
SGK
2092
Steigerwald Gordon & Koch
Virginia
$38.3K
MAM
2093
Meeder Asset Management
Ohio
$37.3K
MLA
2094
MB, Levis & Associates
Pennsylvania
$37K
IWM
2095
IMG Wealth Management
Florida
$36.8K
TFM
2096
TFC Financial Management
Massachusetts
$36.4K
KBFS
2097
Kohmann Bosshard Financial Services
Ohio
$36.3K
CA
2098
Centerpoint Advisors
Massachusetts
$36K
Loomis, Sayles & Company
2099
Loomis, Sayles & Company
Massachusetts
$34.9K
FCT
2100
First Community Trust
Iowa
$34.9K