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
SOAM
1126
SBI Okasan Asset Management
Japan
$700K
GWA
1127
Geometric Wealth Advisors
District of Columbia
$700K
MEAC
1128
M.E. Allison & Co
Texas
$697K
CBB
1129
Citizens Business Bank
California
$696K
RGC
1130
Roberts, Glore & Co
Illinois
$696K
DIA
1131
Davidson Investment Advisors
Montana
$695K
OL
1132
one8zero8 LLC
North Carolina
$695K
WDG
1133
Wealth Dimensions Group
Ohio
$693K
BCV
1134
Banque Cantonale Vaudoise
Switzerland
$686K
MAM
1135
McLean Asset Management
Virginia
$686K
WOSD
1136
WFA of San Diego
California
$685K
NAAA
1137
New Age Alpha Advisors
New York
$685K
KMWM
1138
Keudell/Morrison Wealth Management
Oregon
$684K
ACM
1139
Allred Capital Management
Texas
$684K
BW
1140
Blalock Williams
Alabama
$684K
SF
1141
SageOak Financial
Oklahoma
$684K
MFS
1142
Mirabella Financial Services
United Kingdom
$683K
AA
1143
Advisory Alpha
Michigan
$682K
BRWM
1144
Blue Rock Wealth Management
North Carolina
$681K
TWM
1145
Tradition Wealth Management
Minnesota
$680K
CWMA
1146
Capstone Wealth Management (Alabama)
Alabama
$680K
MGIA
1147
Moneta Group Investment Advisors
Missouri
$680K
VH
1148
Visionary Horizons
Tennessee
$679K
CAM
1149
Columbia Asset Management
Michigan
$677K
FA
1150
Faithward Advisors
Pennsylvania
$677K