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
EFMC
876
Empire Financial Management Company
New York
$1.19M
BTC
877
Bank & Trust Company
Illinois
$1.19M
ATC
878
Adirondack Trust Company
New York
$1.19M
FWM
879
ForthRight Wealth Management
Georgia
$1.19M
PCS
880
Personal CFO Solutions
New Jersey
$1.19M
Grantham, Mayo, Van Otterloo & Co (GMO)
881
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.18M
AFP
882
Ausdal Financial Partners
Iowa
$1.18M
MSS
883
Mitchell Sinkler & Starr
Pennsylvania
$1.18M
FMII
884
Farmers & Merchants Investments Inc
Nebraska
$1.18M
PA
885
Parallel Advisors
California
$1.17M
ISS
886
Intesa Sanpaolo SpA.
Italy
$1.17M
AA
887
ALPS Advisors
Colorado
$1.17M
AIM
888
Advyzon Investment Management
Illinois
$1.17M
PCG
889
Prosperity Consulting Group
Maryland
$1.16M
CA
890
Commerzbank Aktiengesellschaft
Germany
$1.16M
BFC
891
Blue Fin Capital
Rhode Island
$1.15M
KFGK
892
Keystone Financial Group (Kentucky)
Kentucky
$1.14M
CCG
893
Chatham Capital Group
Georgia
$1.14M
CFB
894
Cullen/Frost Bankers
Texas
$1.14M
BHBT
895
Burke & Herbert Bank & Trust
Virginia
$1.14M
SSWM
896
Sheets Smith Wealth Management
North Carolina
$1.14M
EFA
897
Edge Financial Advisors
Illinois
$1.14M
AF
898
Advisornet Financial
Minnesota
$1.13M
ECM
899
Evergreen Capital Management
Washington
$1.13M
DAM
900
Delta Asset Management
Tennessee
$1.13M