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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
Daiwa Securities Group
226
Daiwa Securities Group
Japan
$15.7M
Bank of Nova Scotia
227
Bank of Nova Scotia
Ontario, Canada
$15.6M
P
228
&Partners
Tennessee
$15.5M
UIM
229
USS Investment Management
United Kingdom
$15.3M
X
230
Xponance
Pennsylvania
$15M
DekaBank Deutsche Girozentrale
231
DekaBank Deutsche Girozentrale
Germany
$15M
Kayne Anderson Rudnick Investment Management
232
Kayne Anderson Rudnick Investment Management
California
$14.9M
MLL
233
Moody Lynn & Lieberson
Massachusetts
$14.9M
PFSRSONJ
234
Police & Firemen's Retirement System of New Jersey
New Jersey
$14.7M
SMDAM
235
Sumitomo Mitsui DS Asset Management
Japan
$14.5M
DILIC
236
Dai-ichi Life Insurance Company
Japan
$14.4M
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$14.4M
Wealthfront Advisers
238
Wealthfront Advisers
California
$14.4M
CIA
239
CCM Investment Advisers
South Carolina
$14.2M
OIA
240
OneDigital Investment Advisors
Kansas
$14.1M
Nisa Investment Advisors
241
Nisa Investment Advisors
Missouri
$14M
CB
242
Commerce Bank
Missouri
$13.9M
M&T Bank
243
M&T Bank
New York
$13.8M
CWM
244
CIBC World Markets
New York
$13.8M
FHC
245
First Horizon Corporation
Tennessee
$13.6M
Baillie Gifford & Co
246
Baillie Gifford & Co
United Kingdom
$13.5M
AWA
247
Arkadios Wealth Advisors
Georgia
$13.4M
NIM
248
NEOS Investment Management
Connecticut
$13.4M
NYLIM
249
New York Life Investment Management
New York
$13.2M
NAMI
250
Nomura Asset Management International
Pennsylvania
$13.1M