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
LB
1926
Legacy Bridge
Iowa
$201K
CWM
1927
Copia Wealth Management
Oregon
$200K
T
1928
TrustBank
Illinois
$200K
JGIA
1929
Jackson Grant Investment Advisers
Connecticut
$199K
WT
1930
Whittier Trust
California
$194K
ICM
1931
Islay Capital Management
Texas
$192K
CP
1932
Camelot Portfolios
Ohio
$192K
VWA
1933
VSM Wealth Advisory
Maryland
$190K
SC
1934
Stephens Consulting
Michigan
$189K
FDCP
1935
Foster Dykema Cabot & Partners
Massachusetts
$188K
TIA
1936
Tiemann Investment Advisors
California
$181K
BWL
1937
Bogart Wealth LLC
Virginia
$180K
MWPCG
1938
Measured Wealth Private Client Group
New Hampshire
$177K
TTIC
1939
Tower Trust & Investment Company
Iowa
$175K
SPF
1940
South Plains Financial
Texas
$175K
MCI
1941
MRP Capital Investments
Georgia
$174K
OSNBOA
1942
Old Second National Bank of Aurora
Illinois
$174K
OCM
1943
Osterweis Capital Management
California
$173K
HIMS
1944
Hager Investment Management Services
New Hampshire
$165K
PB
1945
Prosperity Bancshares
Texas
$165K
RA
1946
Ransom Advisory
Rhode Island
$163K
RFG
1947
REAP Financial Group
Texas
$163K
CAL
1948
Capital Advisors Ltd
Ohio
$161K
KFAS
1949
Keating Financial Advisory Services
Kansas
$158K
PWM
1950
Proathlete Wealth Management
Florida
$158K