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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
Royal London Asset Management
276
Royal London Asset Management
United Kingdom
$11.2M
KCM
277
Kanawha Capital Management
Virginia
$11.2M
PA
278
Pinnacle Associates
New York
$11.2M
BB
279
Bell Bank
North Dakota
$11.2M
OPERF
280
Oregon Public Employees Retirement Fund
Oregon
$11M
KeyBank National Association
281
KeyBank National Association
Ohio
$10.9M
FFA
282
Farther Finance Advisors
California
$10.7M
BWFA
283
Baltimore-Washington Financial Advisors
Maryland
$10.7M
QCM
284
QRG Capital Management
Illinois
$10.7M
Rafferty Asset Management
285
Rafferty Asset Management
New York
$10.6M
SWMG
286
Signature Wealth Management Group
Georgia
$10.6M
Jane Street
287
Jane Street
New York
$10.5M
SI
288
Stephens Inc
Arkansas
$10.5M
Fisher Asset Management
289
Fisher Asset Management
Washington
$10.4M
MGP
290
Metis Global Partners
California
$10.4M
RA
291
RFG Advisory
Alabama
$10.3M
MOACM
292
Mutual of America Capital Management
New York
$10.3M
CI
293
Capital Innovations
Wisconsin
$10.1M
KP
294
Keel Point
Alabama
$10.1M
IA
295
IFG Advisory
Georgia
$10M
FPW
296
Fairvoy Private Wealth
Alabama
$10M
Arrowstreet Capital
297
Arrowstreet Capital
Massachusetts
$9.96M
SCM
298
Shelton Capital Management
Colorado
$9.9M
EAM
299
Eventide Asset Management
Massachusetts
$9.69M
RAM
300
RWC Asset Management
United Kingdom
$9.59M