SO icon

Southern Company

2,226 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 220 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: 2,2082,226 (+18)

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
2,226
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
Bessemer Group
701
Bessemer Group
New Jersey
$1.98M
STA
702
Summit Trail Advisors
New York
$1.98M
LWA
703
Lineweaver Wealth Advisors
Ohio
$1.96M
CA
704
Cornerstone Advisory
Maryland
$1.96M
CIS
705
Capital International Sarl
California
$1.95M
CM
706
Columbus Macro
Pennsylvania
$1.94M
QCG
707
Quadrant Capital Group
Ohio
$1.93M
RIA
708
Regal Investment Advisors
Michigan
$1.93M
SFS
709
Sowell Financial Services
Arkansas
$1.92M
LI
710
LVZ Inc
Michigan
$1.92M
MTC
711
Matrix Trust Company
Colorado
$1.92M
EL
712
Essex LLC
Illinois
$1.91M
SEEDPG
713
S.E.E.D. Planning Group
New York
$1.91M
BMSSC
714
B. Metzler seel. Sohn & Co
Germany
$1.91M
CK
715
Cohen Klingenstein
New York
$1.9M
SYBT
716
Stock Yards Bank & Trust
Kentucky
$1.9M
GIA
717
Gladstone Institutional Advisory
Florida
$1.89M
AssetMark Inc
718
AssetMark Inc
California
$1.89M
RWM
719
Ritholtz Wealth Management
New York
$1.88M
MCA
720
MSH Capital Advisors
Arizona
$1.87M
BFA
721
Benedict Financial Advisors
Georgia
$1.87M
VVP
722
Venture Visionary Partners
Ohio
$1.87M
CIAS
723
Capital Investment Advisory Services
North Carolina
$1.87M
HWA
724
HHM Wealth Advisors
Tennessee
$1.87M
MWM
725
Modern Wealth Management
Kansas
$1.87M