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Southern Company

2,257 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 237 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:

0.87% more ownership

Funds ownership: 71.51%72.39% (+0.87%)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.02B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,257
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
LP
2376
LMR Partners
United Kingdom
MSG
2377
Main Street Group
Virginia
CCM
2378
Cutler Capital Management
Massachusetts
HWA
2379
Heartwood Wealth Advisors
Virginia
HFS
2380
Hopwood Financial Services
Virginia
PIM
2381
Plato Investment Management
Australia
NC
2382
North Capital
Utah
TIM
2383
Tortoise Investment Management
New York
TCM
2384
TruNorth Capital Management
Michigan
CLOS
2385
Compagnie Lombard Odier SCmA
Switzerland
SCA
2386
Stuart Chaussee & Associates
California
PCM
2387
Perritt Capital Management
Illinois
SAM
2388
Strive Asset Management
Ohio
GFWA
2389
Grey Fox Wealth Advisors
Delaware
CCM
2390
Cloud Capital Management
Washington
SAS
2391
Spurstone Advisory Services
Connecticut
CBT
2392
CoreFirst Bank & Trust
Kansas
KFA
2393
Kelleher Financial Advisors
New York
FLP
2394
Financial Life Planners
Arizona
EPIMS
2395
Evelyn Partners Investment Management Services
PPA
2396
Painted Porch Advisors
California
AI
2397
AXS Investments
New York
LCM
2398
Logan Capital Management
Pennsylvania
MSWA
2399
Marshall & Sterling Wealth Advisors
New York
TCA
2400
Trifecta Capital Advisors
Illinois