SO icon

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
RWP
2351
Ridgecrest Wealth Partners
California
PWP
2352
Phillips Wealth Planners
Mississippi
HCMT
2353
Highland Capital Management (Tennessee)
Tennessee
PBK
2354
Peoples Bank (Kansas)
Kansas
TCM
2355
Tandem Capital Management
New Jersey
CIR
2356
Clear Investment Research
Georgia
CCA
2357
Catalyst Capital Advisors
New York
LP
2358
LMR Partners
United Kingdom
MSG
2359
Main Street Group
Virginia
CCM
2360
Cutler Capital Management
Massachusetts
HWA
2361
Heartwood Wealth Advisors
Virginia
HFS
2362
Hopwood Financial Services
Virginia
PIM
2363
Plato Investment Management
Australia
NC
2364
North Capital
Utah
TIM
2365
Tortoise Investment Management
New York
TCM
2366
TruNorth Capital Management
Michigan
CLOS
2367
Compagnie Lombard Odier SCmA
Switzerland
SCA
2368
Stuart Chaussee & Associates
California
PCM
2369
Perritt Capital Management
Illinois
SAM
2370
Strive Asset Management
Ohio
GFWA
2371
Grey Fox Wealth Advisors
Delaware
CCM
2372
Cloud Capital Management
Washington
SAS
2373
Spurstone Advisory Services
Connecticut
CBT
2374
CoreFirst Bank & Trust
Kansas
KFA
2375
Kelleher Financial Advisors
New York