SO icon

Southern Company

2,227 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 221 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 funds holding

Funds holding:

0.86% more ownership

Funds ownership: 71.51%72.37% (+0.86%)

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
2,227
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
LWAM
1076
Legacy Wealth Asset Management
Minnesota
$766K
DJSG
1077
D.J. St. Germain
Massachusetts
$766K
AWM
1078
Aberdeen Wealth Management
Illinois
$765K
TCWA
1079
Turtle Creek Wealth Advisors
Texas
$764K
EWA
1080
Exencial Wealth Advisors
Oklahoma
$763K
VCP
1081
Vista Capital Partners
Oregon
$761K
BFA
1082
Beaumont Financial Advisors
Massachusetts
$757K
SDAM
1083
Shulman DeMeo Asset Management
New York
$755K
TWM
1084
Trueblood Wealth Management
Ohio
$753K
RWA
1085
Roberts Wealth Advisors
California
$753K
RAG
1086
RIA Advisory Group
Iowa
$750K
HCM
1087
Howard Capital Management
Georgia
$750K
ICA
1088
Infrastructure Capital Advisors
New York
$750K
GCM
1089
Gables Capital Management
Florida
$749K
CPWA
1090
Cerro Pacific Wealth Advisors
California
$746K
PE
1091
PCM Encore
Colorado
$743K
SWMG
1092
Sard Wealth Management Group
Georgia
$743K
RC
1093
Roundview Capital
New Jersey
$742K
FSA
1094
Franklin Street Advisors
North Carolina
$742K
OL
1095
Odyssean LLC
Connecticut
$740K
BMC
1096
Benin Management Corp
Connecticut
$740K
VAM
1097
Verity Asset Management
North Carolina
$739K
MIC
1098
Means Investment Company
Maine
$739K
JSL
1099
JT Stratford LLC
Georgia
$738K
GLLW
1100
Graves Light Lenhart Wealth
Virginia
$737K