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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
TIM
2351
Tortoise Investment Management
New York
TCM
2352
TruNorth Capital Management
Michigan
CLOS
2353
Compagnie Lombard Odier SCmA
Switzerland
SCA
2354
Stuart Chaussee & Associates
California
PCM
2355
Perritt Capital Management
Illinois
SAM
2356
Strive Asset Management
Ohio
GFWA
2357
Grey Fox Wealth Advisors
Delaware
CCM
2358
Cloud Capital Management
Washington
SAS
2359
Spurstone Advisory Services
Connecticut
CBT
2360
CoreFirst Bank & Trust
Kansas
KFA
2361
Kelleher Financial Advisors
New York
FLP
2362
Financial Life Planners
Arizona
EPIMS
2363
Evelyn Partners Investment Management Services
AI
2364
AXS Investments
New York
LCM
2365
Logan Capital Management
Pennsylvania
MSWA
2366
Marshall & Sterling Wealth Advisors
New York
TCA
2367
Trifecta Capital Advisors
Illinois
SFCL
2368
Strengthening Families & Communities LLC
Massachusetts
NMG
2369
New Millennium Group
Utah
AT
2370
Avalon Trust
New Mexico
HHGA
2371
Halbert Hargrove Global Advisors
California
HC
2372
Hurley Capital
New York
LOAME
2373
Lombard Odier Asset Management (Europe)
United Kingdom