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
AA
1151
Advisory Alpha
Michigan
$682K
BRWM
1152
Blue Rock Wealth Management
North Carolina
$681K
TWM
1153
Tradition Wealth Management
Minnesota
$680K
CWMA
1154
Capstone Wealth Management (Alabama)
Alabama
$680K
MGIA
1155
Moneta Group Investment Advisors
Missouri
$680K
VH
1156
Visionary Horizons
Tennessee
$679K
CAM
1157
Columbia Asset Management
Michigan
$677K
FA
1158
Faithward Advisors
Pennsylvania
$677K
PG
1159
Patten Group
Tennessee
$674K
EW
1160
Element Wealth
Mississippi
$671K
GAMC
1161
Garner Asset Management Corp
Texas
$669K
AIC
1162
Archer Investment Corporation
Indiana
$668K
WHC
1163
Wulff, Hansen & Co
California
$667K
PCMF
1164
Private Capital Management (Florida)
Florida
$665K
BOJHT
1165
Bank of Jackson Hole Trust
Wyoming
$663K
SL
1166
Summitry LLC
California
$662K
Nomura Holdings
1167
Nomura Holdings
Japan
$660K
NAG
1168
Northstar Advisory Group
New Jersey
$659K
VGDSS
1169
VUB Generali dochodkova spravcovska spolocnost
$659K
BAAM
1170
Baker Avenue Asset Management
California
$659K
AWP
1171
Atlas Wealth Partners
Pennsylvania
$656K
SA
1172
Skyline Advisors
Washington
$655K
HP
1173
Holistic Planning
Texas
$653K
AC
1174
Avestar Capital
New York
$649K
DF
1175
Daviman Financial
Indiana
$644K