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
WSC
776
Wellington Shields & Co
New York
$1.61M
AC
777
Apella Capital
Connecticut
$1.61M
BSB
778
Bangor Savings Bank
Maine
$1.61M
SC
779
Swan Capital
Florida
$1.6M
IP
780
Ignite Planners
California
$1.6M
TPCW
781
TD Private Client Wealth
New York
$1.59M
TE
782
Tema ETFs
New York
$1.59M
WPC
783
Wedmont Private Capital
Pennsylvania
$1.58M
MFG
784
Monte Financial Group
Connecticut
$1.58M
OPA
785
Old Port Advisors
Maine
$1.57M
ERIC
786
Eagle Rock Investment Company
Georgia
$1.57M
PFSC
787
Peoples Financial Services Corp
Pennsylvania
$1.57M
PWA
788
Primoris Wealth Advisors
Florida
$1.56M
SMC
789
Smith, Moore & Co
Missouri
$1.56M
DT
790
Diversified Trust
Tennessee
$1.56M
AWM
791
Axxcess Wealth Management
California
$1.56M
SS
792
SBI Securities
Japan
$1.55M
WFA
793
WJ Financial Advisors
Connecticut
$1.55M
NW
794
NewEdge Wealth
Pennsylvania
$1.54M
GG
795
Gleason Group
Kentucky
$1.53M
AF
796
AGP Franklin
Tennessee
$1.53M
HCM
797
Huber Capital Management
California
$1.53M
JWM
798
Jeppson Wealth Management
California
$1.51M
RBC
799
Romano Brothers & Co
Illinois
$1.51M
TG
800
TCW Group
California
$1.51M