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Southern Company

2,225 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 856 increasing their positions, 801 reducing their positions, and 146 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

1% more funds holding

Funds holding: 2,2082,225 (+17)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.04B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,225
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
$1.96B
Puts
$1.61B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
2151
Steph & Co
Wisconsin
$12.2K
CAL
2152
Capital Analysts LLC
Pennsylvania
$12K
KG
2153
Kilter Group
New York
$11.5K
BWM
2154
Benson Wealth Management
Tennessee
$11.5K
AP
2155
Aspect Partners
Virginia
$11.2K
SFAM
2156
Sawyer Falduto Asset Management
Illinois
$10.7K
LC
2157
Lavaca Capital
Texas
$10.6K
RS
2158
Rakuten Securities
Japan
$10.5K
Belvedere Trading
2159
Belvedere Trading
Illinois
$10.2K
SIC
2160
SJS Investment Consulting
Ohio
$10K
QL
2161
Quarry LP
New York
$9.94K
MFT
2162
Moisand Fitzgerald Tamayo
Florida
$9.24K
RWA
2163
Redmont Wealth Advisors
Illinois
$9.16K
TM
2164
Torren Management
California
$9.13K
WSCM
2165
Wellington Shields Capital Management
New York
$9.07K
CFS
2166
Compass Financial Services
Iowa
$8.87K
JFG
2167
JDM Financial Group
Texas
$8.72K
PAI
2168
Pittenger & Anderson Inc
Nebraska
$8.72K
CYG
2169
Clean Yield Group
Vermont
$8.72K
FFL
2170
Financial Freedom LLC
Ohio
$8.72K
AG
2171
AmeriFlex Group
Nevada
$8.37K
NWMP
2172
Noble Wealth Management PBC
Colorado
$8.37K
PCM
2173
Penserra Capital Management
California
$8K
CTWM
2174
Cherry Tree Wealth Management
Minnesota
$7.94K
BFS
2175
Bare Financial Services
Pennsylvania
$7.59K