SO icon

Southern Company

2,239 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 860 increasing their positions, 804 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%72.38% (+0.87%)

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
2,239
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
RWI
1301
Red Wave Investments
Pennsylvania
$517K
SWM
1302
SHP Wealth Management
Massachusetts
$516K
CAM
1303
Congress Asset Management
Massachusetts
$513K
SC
1304
Schulhoff & Co
Ohio
$512K
RCM
1305
Requisite Capital Management
Texas
$512K
OFS
1306
OMC Financial Services
New York
$512K
SFG
1307
SNS Financial Group
Minnesota
$512K
OIC
1308
Orion Investment Company
Missouri
$510K
CSI
1309
Cross Staff Investments
New York
$509K
TA
1310
TruWealth Advisors
Louisiana
$507K
KNW
1311
Kesler Norman & Wride
Utah
$507K
FDS
1312
First Dallas Securities
Texas
$505K
C
1313
Certuity
Florida
$504K
BA
1314
Ballew Advisors
Mississippi
$503K
IWA
1315
IVC Wealth Advisors
Pennsylvania
$501K
SC
1316
Scotia Capital
Ontario, Canada
$500K
ORC
1317
O'Rourke & Company
Massachusetts
$500K
IRC
1318
Investors Research Corp
Georgia
$500K
PPWM
1319
Paragon Private Wealth Management
Kentucky
$500K
SFG
1320
SevenBridge Financial Group
Pennsylvania
$498K
CT
1321
Chicago Trust
Illinois
$497K
VIPI
1322
Vista Investment Partners II
Indiana
$494K
KFA
1323
Kapstone Financial Advisors
Ohio
$494K
KIA
1324
Knollwood Investment Advisory
Maryland
$494K
FOFP
1325
Fee-Only Financial Planning
South Carolina
$493K