SO icon

Southern Company

2,225 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 219 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: 2,2082,225 (+17)

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
2,225
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
CIAM
2101
Caitong International Asset Management
Hong Kong
$30.8K
BFPW
2102
BOK Financial Private Wealth
Colorado
$30.5K
PSFG
2103
Park Square Financial Group
Georgia
$29.2K
AWM
2104
Activest Wealth Management
Florida
$28.9K
FDW
2105
Fourth Dimension Wealth
Ohio
$28.6K
FFA
2106
Frazier Financial Advisors
Ohio
$28.2K
NL
2107
NVWM LLC
Pennsylvania
$28.1K
YP
2108
YANKCOM Partnership
South Dakota
$27.8K
MBFW
2109
Morton Brown Family Wealth
Pennsylvania
$27.4K
POIA
2110
Pin Oak Investment Advisors
Texas
$27K
JSAM
2111
J. Safra Asset Management
New York
$26.9K
CVM
2112
Cheviot Value Management
California
$26.9K
CFM
2113
Cornerstone Financial Management
Massachusetts
$26.5K
RWS
2114
Retirement Wealth Solutions
Wisconsin
$26.1K
CFS
2115
CGC Financial Services
Oregon
$25.6K
AW
2116
Ankerstar Wealth
Texas
$25.3K
T
2117
Tidemark
California
$23.7K
CWP
2118
Clark Wealth Partners
Illinois
$23.1K
BIA
2119
Bell Investment Advisors
California
$22.9K
BW
2120
Basepoint Wealth
Iowa
$22.2K
PWMG
2121
Prestige Wealth Management Group
New Jersey
$22.1K
MWA
2122
Miller Wealth Advisors
Colorado
$21.8K
MAM
2123
Marquette Asset Management
Minnesota
$21.5K
LFASL
2124
Lugano Financial Advisors SA (LFA)
Switzerland
$21.5K
IW
2125
Imprint Wealth
South Carolina
$21.3K