SO icon

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
EWA
576
EverSource Wealth Advisors
Alabama
$2.83M
AW
577
Apricus Wealth
South Carolina
$2.82M
LHC
578
Little House Capital
Massachusetts
$2.82M
AAB
579
ABN AMRO Bank
Netherlands
$2.81M
IIM
580
Intact Investment Management
Quebec, Canada
$2.8M
MWM
581
M3 Wealth Management
Ohio
$2.8M
BFG
582
Bleakley Financial Group
New Jersey
$2.79M
LS
583
Leelyn Smith
Illinois
$2.76M
JIC
584
Johnson Investment Counsel
Ohio
$2.75M
SIC
585
Shoker Investment Counsel
Ohio
$2.75M
BF
586
BOK Financial
Oklahoma
$2.74M
GLA
587
Great Lakes Advisors
Illinois
$2.74M
MFGM
588
Marshall Financial Group (Maryland)
Maryland
$2.72M
GVAG
589
Great Valley Advisor Group
Delaware
$2.7M
SC
590
SouthState Corp
Florida
$2.7M
BFO
591
Biltmore Family Office
North Carolina
$2.69M
PGF
592
Plan Group Financial
Oklahoma
$2.67M
T. Rowe Price Investment Management
593
T. Rowe Price Investment Management
Maryland
$2.64M
ET
594
Equitable Trust
Tennessee
$2.64M
HH
595
Hilltop Holdings
Texas
$2.63M
WIA
596
World Investment Advisors
California
$2.62M
CCP
597
Clarkston Capital Partners
Michigan
$2.62M
SAI
598
Systematic Alpha Investments
New Jersey
$2.62M
SAM
599
Securian Asset Management
Minnesota
$2.61M
GWM
600
Geneos Wealth Management
Colorado
$2.61M