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
IAMOG
1726
Investors Asset Management of Georgia
Georgia
$262K
RW
1727
Ridgeline Wealth
Arizona
$262K
KF
1728
KKM Financial
Illinois
$262K
5NPW
1729
55 North Private Wealth
Florida
$262K
ACA
1730
Anchor Capital Advisors
Massachusetts
$262K
AMAL
1731
Asset Management Advisors LLC
Oklahoma
$262K
B
1732
Bellecapital
Switzerland
$262K
FNBTCON
1733
First National Bank & Trust Co of Newtown
Pennsylvania
$261K
KCM
1734
KRS Capital Management
Michigan
$260K
PGAM
1735
Princeton Global Asset Management
New Jersey
$260K
BC
1736
Barnett & Company
Tennessee
$260K
QPWM
1737
Quadrant Private Wealth Management
Pennsylvania
$260K
APA
1738
Astoria Portfolio Advisors
New York
$260K
FAT
1739
First American Trust
California
$259K
SA
1740
Strategic Advisors
New York
$259K
BWM
1741
Baron Wealth Management
Michigan
$259K
UWM
1742
USAdvisors Wealth Management
Minnesota
$258K
NSAM
1743
North Star Asset Management
Wisconsin
$258K
PJWM
1744
Philip James Wealth Mangement
Georgia
$257K
LCM
1745
Lazari Capital Management
California
$256K
HA
1746
HC Advisors
Georgia
$256K
EF
1747
Elite Financial
Idaho
$256K
LGG
1748
Luts & Greenleigh Group
Maryland
$255K
HIC
1749
Harvey Investment Company
Kentucky
$255K
NA
1750
Nordwand Advisors
Pennsylvania
$255K