SO icon

Southern Company

2,239 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 860 increasing their positions, 804 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%72.38% (+0.87%)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.03B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,239
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
VVP
726
Venture Visionary Partners
Ohio
$1.87M
CIAS
727
Capital Investment Advisory Services
North Carolina
$1.87M
HWA
728
HHM Wealth Advisors
Tennessee
$1.87M
MWM
729
Modern Wealth Management
Kansas
$1.87M
RFN
730
RDA Financial Network
Iowa
$1.87M
NWMG
731
Nicholson Wealth Management Group
South Carolina
$1.84M
NAM
732
NTV Asset Management
West Virginia
$1.84M
NB
733
NBT Bank
New York
$1.83M
EFG
734
Ethos Financial Group
Pennsylvania
$1.83M
AWM
735
Aprio Wealth Management
Georgia
$1.82M
PP
736
Patten & Patten
Tennessee
$1.82M
FBT
737
First Bankers Trust
Kentucky
$1.82M
AFCM
738
Applied Finance Capital Management
Puerto Rico
$1.81M
AIA
739
Armor Investment Advisors
North Carolina
$1.81M
VCM
740
Voleon Capital Management
California
$1.8M
FAMI
741
Fideuram Asset Management (Ireland)
$1.8M
NP
742
NorthRock Partners
Minnesota
$1.78M
Allianz Asset Management
743
Allianz Asset Management
Germany
$1.78M
AIMCA
744
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.77M
FCCM
745
First City Capital Management
Georgia
$1.77M
WCM
746
Weaver Capital Management
Georgia
$1.75M
MAM
747
Mystic Asset Management
Rhode Island
$1.75M
FCP
748
Fidelis Capital Partners
Florida
$1.75M
PCM
749
Parsons Capital Management
Rhode Island
$1.75M
CIC
750
Canal Insurance Company
South Carolina
$1.74M