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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

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:

0.93% 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
Holders Change %
% of All Funds
Holding in Top 10
16
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
AIM
2101
Access Investment Management
Georgia
$41.8K
MTIC
2102
Missouri Trust & Investment Company
Missouri
$41K
WA
2103
WPG Advisers
Maryland
$40.6K
SWA
2104
SOA Wealth Advisors
New York
$39.6K
BHWM
2105
Beaird Harris Wealth Management
Texas
$39.5K
CTC
2106
Cetera Trust Company
Minnesota
$39.2K
KFI
2107
Key Financial Inc
Pennsylvania
$39.2K
MMCM
2108
Murphy & Mullick Capital Management
New York
$39.1K
LWM
2109
Lodestone Wealth Management
Washington
$38.6K
SGK
2110
Steigerwald Gordon & Koch
Virginia
$38.3K
MAM
2111
Meeder Asset Management
Ohio
$37.3K
MLA
2112
MB, Levis & Associates
Pennsylvania
$37K
IWM
2113
IMG Wealth Management
Florida
$36.8K
TFM
2114
TFC Financial Management
Massachusetts
$36.4K
KBFS
2115
Kohmann Bosshard Financial Services
Ohio
$36.3K
CA
2116
Centerpoint Advisors
Massachusetts
$36K
Loomis, Sayles & Company
2117
Loomis, Sayles & Company
Massachusetts
$34.9K
FCT
2118
First Community Trust
Iowa
$34.9K
HNW
2119
High Note Wealth
Minnesota
$34.3K
MB
2120
MidFirst Bank
Oklahoma
$34.2K
IIM
2121
IFC & Insurance Marketing
California
$34K
BFS
2122
Beacon Financial Strategies
North Carolina
$33.7K
STB
2123
S&T Bank
Pennsylvania
$33.7K
KFG
2124
Kingdom Financial Group
Arizona
$33.4K
CCM
2125
Chilton Capital Management
Texas
$32.8K