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
TBNY
1026
Trustco Bank (New York)
New York
$865K
SFG
1027
Sunburst Financial Group
Alabama
$863K
HFBOT
1028
Home Federal Bank of Tennessee
Tennessee
$862K
WAC
1029
William Allan Corp
Colorado
$859K
LCM
1030
Landscape Capital Management
New Jersey
$854K
WLIM
1031
White Lighthouse Investment Management
Massachusetts
$853K
SC
1032
Syon Capital
California
$849K
EM
1033
Excalibur Management
Massachusetts
$849K
AIMA
1034
Ables Iannone Moore & Associates
Georgia
$848K
HCMG
1035
Howard Capital Management Group
California
$846K
SFP
1036
Shepherd Financial Partners
Massachusetts
$844K
SAM
1037
Secure Asset Management
Michigan
$841K
IA
1038
Integrity Alliance
Iowa
$839K
CAM
1039
Cresset Asset Management
Illinois
$838K
SW
1040
SVB Wealth
Massachusetts
$838K
CP
1041
Cornerstone Planning
North Carolina
$836K
PIA
1042
Pinion Investment Advisors
Kansas
$834K
AAS
1043
Ameritas Advisory Services
Nebraska
$834K
BCWM
1044
Bartlett & Co Wealth Management
Ohio
$833K
CPC
1045
Cookson Peirce & Co
Pennsylvania
$831K
ACI
1046
Alpha Cubed Investments
California
$829K
ES
1047
Eagle Strategies
New York
$823K
MMG
1048
Monetary Management Group
Missouri
$820K
NAM
1049
NorthCrest Asset Manangement
Minnesota
$820K
GSWM
1050
Golden State Wealth Management
California
$819K