SO icon

Southern Company

2,226 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 220 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 ownership

Funds ownership:

1% more funds holding

Funds holding: 2,2082,226 (+18)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.04B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,226
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
HCM
1576
Hodges Capital Management
Texas
$325K
EIP
1577
Ellis Investment Partners
Pennsylvania
$324K
TIM
1578
Thompson Investment Management
Wisconsin
$324K
LA
1579
Latitude Advisors
Florida
$323K
VW
1580
Vantus Wealth
Pennsylvania
$323K
DWA
1581
Douglass Winthrop Advisors
New York
$323K
WPC
1582
White Pine Capital
Minnesota
$322K
PRP
1583
Peak Retirement Planning
Ohio
$321K
BLC
1584
Brown, Lisle/Cummings
Rhode Island
$321K
RIS
1585
Retirement Income Solutions
Michigan
$320K
CCMG
1586
Connecticut Capital Management Group
Connecticut
$319K
MWM
1587
Magnolia Wealth Management
Alabama
$319K
HIW
1588
Holos Integrated Wealth
Pennsylvania
$318K
SWM
1589
Stronghold Wealth Management
Florida
$318K
KWMG
1590
King Wealth Management Group
Florida
$318K
MCWA
1591
Meadow Creek Wealth Advisors
Georgia
$317K
GAM
1592
Grandview Asset Management
Pennsylvania
$317K
KAM
1593
KEB Asset Management
Illinois
$317K
AT
1594
Arlington Trust
Alabama
$316K
SWAG
1595
Spectrum Wealth Advisory Group
California
$315K
PWAM
1596
Private Wealth Asset Management
Iowa
$315K
IA
1597
IFC Advisors
California
$313K
CGL
1598
Clarius Group LLC
Washington
$312K
GSWA
1599
Good Steward Wealth Advisors
Tennessee
$312K
TCA
1600
Transcend Capital Advisors
New Jersey
$311K