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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
SCA
751
Snowden Capital Advisors
New York
$1.73M
AWM
752
Accurate Wealth Management
Florida
$1.72M
SAG
753
SageView Advisory Group
California
$1.72M
IMC Chicago
754
IMC Chicago
Illinois
$1.72M
MMA
755
Miracle Mile Advisors
California
$1.71M
FB
756
Fulton Bank
Pennsylvania
$1.71M
MAG
757
Mayfair Advisory Group
Alabama
$1.7M
AAP
758
Arax Advisory Partners
Colorado
$1.69M
VFA
759
Valeo Financial Advisors
Indiana
$1.69M
LWP
760
LMG Wealth Partners
Louisiana
$1.67M
CS
761
Candriam SCA
Luxembourg
$1.67M
AO
762
Advisor OS
Illinois
$1.67M
IIA
763
ICW Investment Advisors
Arizona
$1.66M
FFN
764
Focus Financial Network
Minnesota
$1.66M
AWA
765
Arete Wealth Advisors
Illinois
$1.66M
CC
766
Constitution Capital
Connecticut
$1.66M
HVIA
767
Hudson Valley Investment Advisors
New York
$1.66M
CCM
768
Cohen Capital Management
California
$1.66M
NC
769
NovaPoint Capital
Georgia
$1.64M
AWA
770
Adapt Wealth Advisors
Georgia
$1.64M
CWMG
771
Compass Wealth Management (Georgia)
Georgia
$1.63M
Aviva
772
Aviva
United Kingdom
$1.63M
NS
773
NBC Securities
Alabama
$1.63M
CPC
774
Consolidated Planning Corp
Georgia
$1.62M
BG
775
Bahl & Gaynor
Ohio
$1.62M