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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
KOCAA
2001
Knights of Columbus Asset Advisors
Connecticut
$105K
HFS
2002
Horizon Financial Services
North Carolina
$104K
FGAM
2003
Financial Gravity Asset Management
Texas
$104K
PG
2004
Proffitt & Goodson
Tennessee
$101K
RBC
2005
Roble Belko & Company
Pennsylvania
$101K
VNA
2006
Valley National Advisers
Pennsylvania
$100K
HFS
2007
Hughes Financial Services
Virginia
$97.6K
SIS
2008
Strategic Investment Solutions
Illinois
$96.8K
SHIM
2009
Stone House Investment Management
Pennsylvania
$96.5K
AFC
2010
Ares Financial Consulting
California
$95.9K
RFS
2011
Richardson Financial Services
Massachusetts
$95.6K
OC
2012
Optima Capital
Oregon
$93.7K
BAM
2013
Bellevue Asset Management
Washington
$93.6K
VFM
2014
Vision Financial Markets
Connecticut
$93.1K
PIS
2015
POM Investment Strategies
North Carolina
$92.4K
RFP
2016
Root Financial Partners
California
$91.5K
RPA
2017
Redwood Park Advisors
California
$91.2K
EW
2018
Elyxium Wealth
California
$90.6K
TAM
2019
Tucker Asset Management
Colorado
$89.3K
HIA
2020
Harbor Investment Advisory
Maryland
$89.2K
DCM
2021
Dorato Capital Management
Colorado
$89K
DI
2022
DAGCO Inc
Ohio
$87.2K
CSC
2023
Caldwell Sutter Capital
California
$86.7K
TFA
2024
Transamerica Financial Advisors
Florida
$86.3K
ACA
2025
American Capital Advisory
Idaho
$85.1K