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
EWM
1551
Elmwood Wealth Management
California
$349K
AW
1552
Alchemi Wealth
Connecticut
$348K
GFM
1553
GF Fund Management
China
$345K
LCM
1554
LCM Capital Management
Illinois
$345K
TC
1555
Trilogy Capital
California
$343K
MJRIC
1556
Mogy Joel R Investment Counsel
California
$343K
TCOTS
1557
Trust Company of the South
North Carolina
$343K
IAS
1558
Insigneo Advisory Services
Florida
$343K
PL
1559
Plancorp LLC
Missouri
$343K
LOPW
1560
Live Oak Private Wealth
North Carolina
$343K
TPBG
1561
Turning Point Benefit Group
Maryland
$342K
RBWA
1562
RFG - Bristol Wealth Advisors
Massachusetts
$342K
NAMNJ
1563
NorthStar Asset Management (New Jersey)
New Jersey
$340K
TC
1564
Trust Company
Kansas
$340K
PB
1565
Pinnacle Bancorp
Nebraska
$340K
MA
1566
MJP Associates
Connecticut
$339K
TCOT
1567
Trust Company of Toledo
Ohio
$339K
AFM
1568
Armstrong Fleming & Moore
District of Columbia
$338K
SP
1569
Symmetry Partners
Connecticut
$338K
NCM
1570
Narwhal Capital Management
Georgia
$337K
IFWM
1571
Institute for Wealth Management
Colorado
$335K
TCM
1572
Tributary Capital Management
Nebraska
$334K
UCB
1573
United Community Bank
South Carolina
$333K
VCM
1574
Versant Capital Management
Arizona
$333K
AFA
1575
AA Financial Advisors
Ohio
$333K