SO icon

Southern Company

2,257 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 864 increasing their positions, 803 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%72.39% (+0.87%)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.02B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,257
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
EC
2301
EntryPoint Capital
New York
SI
2302
SCP Investment
California
BCI
2303
Blue Capital Inc
Nebraska
GCP
2304
GSA Capital Partners
United Kingdom
CCS
2305
Concentric Capital Strategies
Connecticut
Point72 Asset Management
2306
Point72 Asset Management
Connecticut
Two Sigma Advisers
2307
Two Sigma Advisers
New York
CPRC
2308
Consolidated Portfolio Review Corp
New York
MWA
2309
Monograph Wealth Advisors
California
P
2310
Pitcairn
Pennsylvania
OIS
2311
OneAscent Investment Solutions
Alabama
BFG
2312
Birch Financial Group
New Hampshire
MIM
2313
Moseley Investment Management
Florida
VBA
2314
von Borstel & Associates
Oregon
PA
2315
PFG Advisors
Arizona
FNBOH
2316
First National Bank of Hutchinson
Kansas
FCM
2317
Fieldview Capital Management
Michigan
PFW
2318
Petros Family Wealth
Minnesota
CWM
2319
Compass Wealth Management
Connecticut
FFBTD
2320
First Financial Bank - Trust Division
Ohio
CWMK
2321
Caliber Wealth Management (Kansas)
Kansas
BFA
2322
Beacon Financial Advisory
Ohio
OL
2323
Optas LLC
Texas
FCA
2324
Fortis Capital Advisors
Kansas
SPA
2325
Sherbrooke Park Advisers
New York