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
WFI
1001
West Family Investments
California
$913K
MAM
1002
Mainsail Asset Management
Alabama
$910K
RL
1003
Rogco LP
Oklahoma
$909K
Members Trust
1004
Members Trust
Florida
$909K
RMP
1005
Richards, Merrill & Peterson
Washington
$905K
PF
1006
Phoenix Financial
Israel
$904K
GS
1007
GTS Securities
New York
$902K
AWA
1008
Acorn Wealth Advisors
Michigan
$902K
HAS
1009
HBW Advisory Services
California
$901K
MWM
1010
Modera Wealth Management
New Jersey
$894K
CA
1011
Claro Advisors
Massachusetts
$892K
BFIC
1012
Bedell Frazier Investment Counselling
California
$891K
FMB
1013
Field & Main Bank
Kentucky
$891K
PVI
1014
Pine Valley Investments
New Jersey
$890K
XWM
1015
Xcel Wealth Management
Florida
$890K
WWMSC
1016
Wagner Wealth Management (South Carolina)
South Carolina
$888K
LWL
1017
Leo Wealth LLC
Texas
$886K
IPAM
1018
Investment Partners Asset Management
New Jersey
$885K
BFS
1019
Bradley Foster & Sargent
Connecticut
$884K
KWM
1020
Kingsman Wealth Management
Florida
$880K
MMM
1021
Mendel Money Management
Illinois
$878K
SJIM
1022
St. Johns Investment Management
Florida
$877K
GWMR
1023
GC Wealth Management RIA
Massachusetts
$872K
MIM
1024
Marco Investment Management
Georgia
$871K
FCM
1025
Fourpath Capital Management
Oklahoma
$866K