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
CPA
1801
Capital Performance Advisors
California
$242K
RA
1802
Rodgers & Associates
Pennsylvania
$242K
PHIC
1803
Pine Haven Investment Counsel
Massachusetts
$242K
BAM
1804
Boyar Asset Management
New York
$241K
IAS
1805
Investment Advisory Services
Texas
$241K
CCC
1806
Chelsea Counsel Company
California
$241K
NB
1807
Northwest Bancshares
Pennsylvania
$240K
NFSG
1808
Newbridge Financial Services Group
Florida
$240K
AW
1809
Alteri Wealth
California
$239K
LCM
1810
Liberty Capital Management
Michigan
$239K
SFS
1811
Strategic Financial Services
New York
$239K
CSPIA
1812
Cary Street Partners Investment Advisory
Virginia
$238K
PAS
1813
PKS Advisory Services
New York
$238K
CFS
1814
CRA Financial Services
New Jersey
$238K
IIC
1815
Ironwood Investment Counsel
Arizona
$238K
WTC
1816
WhitTier Trust Company
Nevada
$238K
SL
1817
Sentinus LLC
Illinois
$237K
PBC
1818
Pavion Blue Capital
California
$237K
BBA
1819
Braun-Bostich & Associates
Pennsylvania
$236K
CA
1820
Callahan Advisors
Texas
$235K
CCM
1821
Crew Capital Management
Ohio
$235K
VIP
1822
Vista Investment Partners
Oklahoma
$235K
SIC
1823
Samalin Investment Counsel
New York
$235K
LWCFA
1824
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$235K
LA
1825
Legacy Advisors
Pennsylvania
$234K