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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
NYLIM
251
New York Life Investment Management
New York
$13.2M
NAMI
252
Nomura Asset Management International
Pennsylvania
$13.1M
Luther King Capital Management (LKCM)
253
Luther King Capital Management (LKCM)
Texas
$13.1M
IAA
254
Independent Advisor Alliance
North Carolina
$12.9M
VPIM
255
Vanguard Personalized Indexing Management
California
$12.9M
AF
256
Alerus Financial
North Dakota
$12.9M
YCM
257
Yousif Capital Management
Michigan
$12.7M
BCM
258
Brookstone Capital Management
Illinois
$12.7M
RIM
259
Rakuten Investment Management
Japan
$12.7M
BFA
260
Bragg Financial Advisors
North Carolina
$12.7M
SPS
261
Susquehanna Portfolio Strategies
Pennsylvania
$12.6M
ASN
262
Advisory Services Network
Georgia
$12.3M
AMG
263
Advisors Management Group
Wisconsin
$12.3M
Public Employees Retirement Association of Colorado
264
Public Employees Retirement Association of Colorado
Colorado
$12.2M
NAM
265
Nissay Asset Management
Japan
$12.1M
BBVA
266
Banco Bilbao Vizcaya Argentaria
Spain
$12.1M
CIBC Private Wealth Group
267
CIBC Private Wealth Group
Georgia
$12M
BIA
268
Biondo Investment Advisors
Pennsylvania
$12M
DC
269
Davenport & Co
Virginia
$12M
Tudor Investment Corp
270
Tudor Investment Corp
Connecticut
$11.9M
CIBC World Market
271
CIBC World Market
Ontario, Canada
$11.9M
KFC
272
Klingenstein Fields & Co
New York
$11.7M
VV
273
Verity & Verity
South Carolina
$11.7M
Pathstone Holdings
274
Pathstone Holdings
New Jersey
$11.6M
JPWM
275
Jamison Private Wealth Management
Georgia
$11.4M