We are live on ! Find out more
SO icon

Southern Company

2,261 hedge funds and large institutions have $69.6B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 864 increasing their positions, 803 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 241 | Existing positions closed: 147

22% more call options, than puts

Call options by funds: $1.97B | Put options by funds: $1.62B

2% more funds holding

Funds holding: 2,2142,261 (+47)

8% more repeat investments, than reductions

Existing positions increased: 864 | Existing positions reduced: 803

0.93% more ownership

Funds ownership: 71.51%72.44% (+0.93%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

7% less capital invested

Capital invested by funds: $74.6B → $69.6B (-$4.97B)

Holders
2,261
Holders Change
+47
Holders Change %
+2.12%
% of All Funds
27.51%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.19%
New
241
Increased
864
Reduced
803
Closed
147
Calls
$1.97B
Puts
$1.62B
Net Calls
+$352M
Net Calls Change
+$80.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
526
Ameritas Investment Partners
Nebraska
$3.44M +$5.29K +58 +0.1%
OAC
527
OMERS Administration Corp
Ontario, Canada
$3.42M
APP
528
Avantax Planning Partners
Iowa
$3.39M -$62.1K -680 -2%
GLR
529
Great Lakes Retirement
Ohio
$3.33M +$120K +1,312 +4%
Los Angeles Capital Management
530
Los Angeles Capital Management
California
$3.31M -$546K -5,979 -15%
CSP
531
Cary Street Partners
Virginia
$3.31M +$57.2K +627 +2%
Boston Partners
532
Boston Partners
Massachusetts
$3.31M -$91.1K -998 -3%
NDSIB
533
North Dakota State Investment Board
North Dakota
$3.3M +$3.45M +37,792 New
OWM
534
OneAscent Wealth Management
Alabama
$3.26M -$169K -1,855 -5%
JWM
535
JPL Wealth Management
Colorado
$3.25M -$244K -2,675 -7%
IA
536
IFP Advisors
Florida
$3.24M +$2.26M +24,790 +201%
EF
537
Empirical Finance
Pennsylvania
$3.19M -$147K -1,606 -4%
FNA
538
First National Advisers
Nebraska
$3.18M -$281K -3,076 -8%
SAM
539
Smartleaf Asset Management
Massachusetts
$3.18M +$663K +7,258 +25%
CF
540
Centaurus Financial
California
$3.17M +$629K +6,892 +23%
SC
541
Sculptor Capital
New York
$3.14M +$3.29M +36,000 New
FLI
542
Family Legacy Inc
South Carolina
$3.12M +$6.03K +66 +0.2%
CAMV
543
Concord Asset Management (Virginia)
Virginia
$3.11M +$76.3K +836 +2%
SFGP
544
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$3.11M +$123K +1,346 +4%
SFG
545
Sovereign Financial Group
Connecticut
$3.1M +$3.38K +37 +0.1%
HPWM
546
High Point Wealth Management
New Jersey
$3.1M +$3.25M +35,556 New
HAG
547
HF Advisory Group
Maryland
$3.1M +$313K +3,431 +11%
FPAS
548
Focus Partners Advisor Solutions
Missouri
$3.1M +$1.12M +12,317 +53%
Verition Fund Management
549
Verition Fund Management
Connecticut
$3.08M +$433K +4,741 +15%
NMIMC
550
Northwestern Mutual Investment Management Company
Wisconsin
$3.07M +$11.1K +122 +0.3%