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Southern Company

2,210 hedge funds and large institutions have $69.3B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 850 increasing their positions, 799 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:

0% more funds holding

Funds holding: 2,2072,210 (+3)

7% less capital invested

Capital invested by funds: $74.6B → $69.3B (-$5.23B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,210
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
CIR
2326
Clear Investment Research
Georgia
CIAM
2327
Caitong International Asset Management
Hong Kong
CCA
2328
Catalyst Capital Advisors
New York
LP
2329
LMR Partners
United Kingdom
MSG
2330
Main Street Group
Virginia
CCM
2331
Cutler Capital Management
Massachusetts
HWA
2332
Heartwood Wealth Advisors
Virginia
HFS
2333
Hopwood Financial Services
Virginia
PIM
2334
Plato Investment Management
Australia
NC
2335
North Capital
Utah
TIM
2336
Tortoise Investment Management
New York
TCM
2337
TruNorth Capital Management
Michigan
CLOS
2338
Compagnie Lombard Odier SCmA
Switzerland
SCA
2339
Stuart Chaussee & Associates
California
PCM
2340
Perritt Capital Management
Illinois
SAM
2341
Strive Asset Management
Ohio
GFWA
2342
Grey Fox Wealth Advisors
Delaware
CCM
2343
Cloud Capital Management
Washington
SAS
2344
Spurstone Advisory Services
Connecticut
CBT
2345
CoreFirst Bank & Trust
Kansas
KFA
2346
Kelleher Financial Advisors
New York
FLP
2347
Financial Life Planners
Arizona
EPIMS
2348
Evelyn Partners Investment Management Services
AI
2349
AXS Investments
New York
LCM
2350
Logan Capital Management
Pennsylvania