We are live on ! Find out more
SO icon

Southern Company

2,261 hedge funds and large institutions have $69.6B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 864 increasing their positions, 803 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 241 | Existing positions closed: 147

22% more call options, than puts

Call options by funds: $1.97B | Put options by funds: $1.62B

2% more funds holding

Funds holding: 2,2142,261 (+47)

8% more repeat investments, than reductions

Existing positions increased: 864 | Existing positions reduced: 803

0.93% more ownership

Funds ownership: 71.51%72.44% (+0.93%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

7% less capital invested

Capital invested by funds: $74.6B → $69.6B (-$4.97B)

Holders
2,261
Holders Change
+47
Holders Change %
+2.12%
% of All Funds
27.51%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.19%
New
241
Increased
864
Reduced
803
Closed
147
Calls
$1.97B
Puts
$1.62B
Net Calls
+$352M
Net Calls Change
+$80.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AFC
2026
Ares Financial Consulting
California
$95.9K +$100K +1,100 New
RFS
2027
Richardson Financial Services
Massachusetts
$95.6K +$17.4K +191 +21%
OC
2028
Optima Capital
Oregon
$93.7K +$98.1K +1,075 New
BAM
2029
Bellevue Asset Management
Washington
$93.6K +$548 +6 +0.6%
VFM
2030
Vision Financial Markets
Connecticut
$93.1K
PIS
2031
POM Investment Strategies
North Carolina
$92.4K +$96.8K +1,060 New
RFP
2032
Root Financial Partners
California
$91.5K +$6.3K +69 +7%
RPA
2033
Redwood Park Advisors
California
$91.2K +$730 +8 +0.8%
EW
2034
Elyxium Wealth
California
$90.6K +$94.9K +1,039 New
TAM
2035
Tucker Asset Management
Colorado
$89.3K +$93.5K +1,024 New
HIA
2036
Harbor Investment Advisory
Maryland
$89.2K -$36.9K -404 -28%
DCM
2037
Dorato Capital Management
Colorado
$89K +$91.9K +1,007 New
DI
2038
DAGCO Inc
Ohio
$87.2K
CSC
2039
Caldwell Sutter Capital
California
$86.7K +$2.28K +25 +3%
TFA
2040
Transamerica Financial Advisors
Florida
$86.3K +$32.7K +358 +57%
ACA
2041
American Capital Advisory
Idaho
$85.1K -$183 -2 -0.2%
GKIM
2042
GW&K Investment Management
Massachusetts
$85K -$3.93K -43 -4%
MW
2043
Merited Wealth
Florida
$84.5K +$88.5K +969 New
KSB
2044
Kennebec Savings Bank
Maine
$83.5K
BGAI
2045
Bruce G. Allen Investments
Colorado
$82.2K -$15.5K -170 -15%
RF
2046
Rossby Financial
Florida
$81.5K -$20.6K -226 -19%
LI
2047
LRI Investments
Florida
$81.5K
IWP
2048
IAG Wealth Partners
Wisconsin
$80.7K -$4.38K -48 -5%
B
2049
Bayban
Minnesota
$78.1K +$81.8K +896 New
RF
2050
Roxbury Financial
New Jersey
$77.5K +$730 +8 +0.9%