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
CWMS
1626
Cannon Wealth Management Services
North Carolina
$301K
RCA
1627
Resonant Capital Advisors
Wisconsin
$301K
MFC
1628
Morris Financial Concepts
South Carolina
$300K
WCM
1629
WealthBridge Capital Management
Ohio
$300K
CMA
1630
Cedar Mountain Advisors
Oregon
$300K
Financial Engines Advisors
1631
Financial Engines Advisors
California
$297K
BMO
1632
Beck Mack & Oliver
New York
$296K
FH
1633
Financial Harvest
Florida
$295K
DIM
1634
DLK Investment Management
California
$294K
FWCM
1635
Ferguson Wellman Capital Management
Oregon
$294K
SAW
1636
Signal Advisors Wealth
Michigan
$294K
AP
1637
Appleton Partners
Massachusetts
$294K
CW
1638
Code Waechter
Florida
$292K
SCA
1639
Stonebridge Capital Advisors
Minnesota
$292K
FAG
1640
Fortitude Advisory Group
Washington
$292K
SIM
1641
Sentry Investment Management
Wisconsin
$292K
OAM
1642
Oppenheimer Asset Management
New York
$292K
DDC
1643
DF Dent & Co
Maryland
$291K
SSG
1644
Summit Securities Group
New York
$291K
FFA
1645
Founders Financial Alliance
North Carolina
$291K
MFG
1646
MidWestOne Financial Group
Iowa
$291K
MCFP
1647
Mallini Complete Financial Planning
Florida
$291K
MFS
1648
Madrona Financial Services
Washington
$290K
CCT
1649
Capital City Trust
Florida
$290K
JIC
1650
Joel Isaacson & Co
New York
$289K