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
TLA
1976
Tanglewood Legacy Advisors
Texas
$131K
APW
1977
Acima Private Wealth
Virginia
$131K
RBI
1978
Raiffeisen Bank International
Austria
$130K
BC
1979
Barrett & Company
Rhode Island
$130K
JWA
1980
JFS Wealth Advisors
Pennsylvania
$129K
MSFP
1981
Mark Sheptoff Financial Planning
Connecticut
$126K
RDFA
1982
Ritter Daniher Financial Advisory
Ohio
$126K
JFGIW
1983
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$126K
Group One Trading
1984
Group One Trading
Illinois
$123K
TFA
1985
Toth Financial Advisory
Virginia
$122K
MFP
1986
Meramec Financial Planners
Missouri
$122K
WA
1987
Westfuller Advisors
New York
$121K
MEG
1988
Millstone Evans Group
Colorado
$120K
FMP
1989
Financial Management Professionals
Texas
$120K
TCM
1990
TD Capital Management
Tennessee
$117K
Walleye Capital
1991
Walleye Capital
New York
$115K
SWIM
1992
Smallwood Wealth Investment Management
New Jersey
$114K
GWSG
1993
GPS Wealth Strategies Group
Colorado
$111K
TFIPS
1994
Towarzystwo Funduszy Inwestycyjnych PZU SA
$111K
JFA
1995
JNBA Financial Advisors
Minnesota
$110K
VWWMG
1996
Vermillion & White Wealth Management Group
Pennsylvania
$110K
AF
1997
Avanza Fonder
Sweden
$109K
Q1WB
1998
Quest 10 Wealth Builders
Virginia
$106K
NRG
1999
Nemes Rush Group
Michigan
$106K
HIIFS
2000
Harel Insurance Investments & Financial Services
Israel
$105K