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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
KWM
2276
Kiker Wealth Management
Georgia
ET
2277
Entropy Technologies
New York
TC
2278
TwinBeech Capital
New York
Caisse de Depot et Placement du Quebec (CDPQ)
2279
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
SICM
2280
Sustainable Insight Capital Management
New York
O
2281
Ossiam
France
OQS
2282
Occudo Quantitative Strategies
Florida
EC
2283
EntryPoint Capital
New York
SI
2284
SCP Investment
California
BCI
2285
Blue Capital Inc
Nebraska
GCP
2286
GSA Capital Partners
United Kingdom
CCS
2287
Concentric Capital Strategies
Connecticut
Point72 Asset Management
2288
Point72 Asset Management
Connecticut
Two Sigma Advisers
2289
Two Sigma Advisers
New York
CPRC
2290
Consolidated Portfolio Review Corp
New York
MWA
2291
Monograph Wealth Advisors
California
P
2292
Pitcairn
Pennsylvania
OIS
2293
OneAscent Investment Solutions
Alabama
BFG
2294
Birch Financial Group
New Hampshire
MIM
2295
Moseley Investment Management
Florida
VBA
2296
von Borstel & Associates
Oregon
PA
2297
PFG Advisors
Arizona
FNBOH
2298
First National Bank of Hutchinson
Kansas
FCM
2299
Fieldview Capital Management
Michigan
PFW
2300
Petros Family Wealth
Minnesota