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
CPRC
2276
Consolidated Portfolio Review Corp
New York
MWA
2277
Monograph Wealth Advisors
California
P
2278
Pitcairn
Pennsylvania
OIS
2279
OneAscent Investment Solutions
Alabama
BFG
2280
Birch Financial Group
New Hampshire
MIM
2281
Moseley Investment Management
Florida
VBA
2282
von Borstel & Associates
Oregon
PA
2283
PFG Advisors
Arizona
FNBOH
2284
First National Bank of Hutchinson
Kansas
FCM
2285
Fieldview Capital Management
Michigan
PFW
2286
Petros Family Wealth
Minnesota
CWM
2287
Compass Wealth Management
Connecticut
FFBTD
2288
First Financial Bank - Trust Division
Ohio
CWMK
2289
Caliber Wealth Management (Kansas)
Kansas
BFA
2290
Beacon Financial Advisory
Ohio
OL
2291
Optas LLC
Texas
FCA
2292
Fortis Capital Advisors
Kansas
SPA
2293
Sherbrooke Park Advisers
New York
CG
2294
CFO4Life Group
Texas
HR
2295
Hardy Reed
Mississippi
BWM
2296
BankPlus Wealth Management
Mississippi
DW30
2297
Drucker Wealth 3.0
New Jersey
HCM
2298
Hilton Capital Management
New York
PPW
2299
Parcion Private Wealth
Washington
FFA
2300
Fragasso Financial Advisors
Pennsylvania