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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
CWG
326
Cornerstone Wealth Group
North Carolina
$8.37M
Thrivent Financial for Lutherans
327
Thrivent Financial for Lutherans
Minnesota
$8.35M
Neuberger Berman Group
328
Neuberger Berman Group
New York
$8.32M
IMCOOI
329
Investment Management Corp of Ontario (IMCO)
Canada
$8.29M
AI
330
Atria Investments
North Carolina
$8.22M
PFS
331
Prospera Financial Services
Texas
$8.19M
FVWA
332
Foster Victor Wealth Advisors
South Carolina
$8.14M
HF
333
HRT Financial
New York
$8.13M
ABC
334
Associated Banc-Corp
Wisconsin
$8.1M
MFG
335
Merit Financial Group
Georgia
$8.03M
TSW
336
Thompson Siegel & Walmsley
Virginia
$8.02M
DAS
337
Dynamic Advisor Solutions
Arizona
$7.93M
WW
338
Windle Wealth
Oklahoma
$7.93M
SVWAG
339
Sound View Wealth Advisors Group
Georgia
$7.83M
UM
340
UniSuper Management
Australia
$7.73M
CWM
341
Chronos Wealth Management
Florida
$7.71M
BTI
342
Blue Trust Inc
Georgia
$7.64M
VLKIM
343
Van Lanschot Kempen Investment Management
Netherlands
$7.52M
TNB
344
Thomasville National Bank
Georgia
$7.52M
TRSOTSOK
345
Teachers Retirement System of the State of Kentucky
Kentucky
$7.49M
AG
346
Advocate Group
Minnesota
$7.48M
SIG
347
Sky Investment Group
Connecticut
$7.43M
SF
348
Summit Financial
New Jersey
$7.41M
MSU
349
Mizuho Securities USA
New York
$7.31M
Canada Pension Plan Investment Board
350
Canada Pension Plan Investment Board
Ontario, Canada
$7.3M