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
MIP
701
Marietta Investment Partners
Wisconsin
$1.99M
SC
702
Sagefield Capital
Texas
$1.99M
MGP
703
M&G plc
United Kingdom
$1.99M
KPPF
704
Klein Pavlis & Peasley Financial
California
$1.98M
Bessemer Group
705
Bessemer Group
New Jersey
$1.98M
STA
706
Summit Trail Advisors
New York
$1.98M
LWA
707
Lineweaver Wealth Advisors
Ohio
$1.96M
CA
708
Cornerstone Advisory
Maryland
$1.96M
CIS
709
Capital International Sarl
California
$1.95M
CM
710
Columbus Macro
Pennsylvania
$1.94M
QCG
711
Quadrant Capital Group
Ohio
$1.93M
RIA
712
Regal Investment Advisors
Michigan
$1.93M
SFS
713
Sowell Financial Services
Arkansas
$1.92M
LI
714
LVZ Inc
Michigan
$1.92M
MAG
715
Meadowbrook Advisors Group
New Jersey
$1.92M
MTC
716
Matrix Trust Company
Colorado
$1.92M
EL
717
Essex LLC
Illinois
$1.91M
SEEDPG
718
S.E.E.D. Planning Group
New York
$1.91M
BMSSC
719
B. Metzler seel. Sohn & Co
Germany
$1.91M
CK
720
Cohen Klingenstein
New York
$1.9M
SYBT
721
Stock Yards Bank & Trust
Kentucky
$1.9M
GIA
722
Gladstone Institutional Advisory
Florida
$1.89M
AssetMark Inc
723
AssetMark Inc
California
$1.89M
RWM
724
Ritholtz Wealth Management
New York
$1.88M
MCA
725
MSH Capital Advisors
Arizona
$1.87M