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
CSA
1926
Cottage Street Advisors
Massachusetts
$203K
RHIG
1927
R.H. Investment Group
Arizona
$202K
MF
1928
Magnetar Financial
Illinois
$201K
DCM
1929
DGS Capital Management
New Jersey
$201K
PL
1930
Parthenon LLC
Kentucky
$201K
RWP
1931
Revolve Wealth Partners
New Jersey
$201K
TF
1932
Tudor Financial
Ohio
$201K
AFA
1933
AllGen Financial Advisors
Florida
$201K
SFPG
1934
Stonebridge Financial Planning Group
Florida
$201K
LB
1935
Legacy Bridge
Iowa
$201K
CWM
1936
Copia Wealth Management
Oregon
$200K
T
1937
TrustBank
Illinois
$200K
JGIA
1938
Jackson Grant Investment Advisers
Connecticut
$199K
WT
1939
Whittier Trust
California
$194K
ICM
1940
Islay Capital Management
Texas
$192K
CP
1941
Camelot Portfolios
Ohio
$192K
VWA
1942
VSM Wealth Advisory
Maryland
$190K
SC
1943
Stephens Consulting
Michigan
$189K
FDCP
1944
Foster Dykema Cabot & Partners
Massachusetts
$188K
TIA
1945
Tiemann Investment Advisors
California
$181K
BWL
1946
Bogart Wealth LLC
Virginia
$180K
MWPCG
1947
Measured Wealth Private Client Group
New Hampshire
$177K
TTIC
1948
Tower Trust & Investment Company
Iowa
$175K
SPF
1949
South Plains Financial
Texas
$175K
MCI
1950
MRP Capital Investments
Georgia
$174K