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Southern Company

2,261 hedge funds and large institutions have $69.6B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 241 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:

0.93% more ownership

Funds ownership: 71.51%72.44% (+0.93%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

7% less capital invested

Capital invested by funds: $74.6B → $69.6B (-$4.97B)

Holders
2,261
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
CIMLRA
226
CBRE Investment Management Listed Real Assets
Pennsylvania
$16.1M
URS
227
Utah Retirement Systems
Utah
$15.9M
Daiwa Securities Group
228
Daiwa Securities Group
Japan
$15.7M
Bank of Nova Scotia
229
Bank of Nova Scotia
Ontario, Canada
$15.6M
P
230
&Partners
Tennessee
$15.5M
UIM
231
USS Investment Management
United Kingdom
$15.3M
X
232
Xponance
Pennsylvania
$15M
DekaBank Deutsche Girozentrale
233
DekaBank Deutsche Girozentrale
Germany
$15M
Kayne Anderson Rudnick Investment Management
234
Kayne Anderson Rudnick Investment Management
California
$14.9M
MLL
235
Moody Lynn & Lieberson
Massachusetts
$14.9M
PFSRSONJ
236
Police & Firemen's Retirement System of New Jersey
New Jersey
$14.7M
SMDAM
237
Sumitomo Mitsui DS Asset Management
Japan
$14.5M
DILIC
238
Dai-ichi Life Insurance Company
Japan
$14.4M
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$14.4M
Wealthfront Advisers
240
Wealthfront Advisers
California
$14.4M
CIA
241
CCM Investment Advisers
South Carolina
$14.2M
OIA
242
OneDigital Investment Advisors
Kansas
$14.1M
Nisa Investment Advisors
243
Nisa Investment Advisors
Missouri
$14M
CB
244
Commerce Bank
Missouri
$13.9M
M&T Bank
245
M&T Bank
New York
$13.8M
CWM
246
CIBC World Markets
New York
$13.8M
FHC
247
First Horizon Corporation
Tennessee
$13.6M
Baillie Gifford & Co
248
Baillie Gifford & Co
United Kingdom
$13.5M
AWA
249
Arkadios Wealth Advisors
Georgia
$13.4M
NIM
250
NEOS Investment Management
Connecticut
$13.4M