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Southern Company

2,226 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 220 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: 2,2082,226 (+18)

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
2,226
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
WAP
426
Wealthcare Advisory Partners
Pennsylvania
$5.17M
RC
427
Resolution Capital
Australia
$5.17M
S
428
SignatureFD
Georgia
$5.1M
DZ Bank
429
DZ Bank
Germany
$5.1M
GIM
430
Goelzer Investment Management
Indiana
$5.06M
CA
431
Clearstead Advisors
Ohio
$4.99M
CAG
432
Csenge Advisory Group
Florida
$4.95M
LSERS
433
Louisiana State Employees Retirement System
Louisiana
$4.9M
DFCM
434
Dark Forest Capital Management
Puerto Rico
$4.89M
ClearBridge Investments
435
ClearBridge Investments
New York
$4.88M
AWCI
436
Alpine Woods Capital Investors
New York
$4.87M
GIBU
437
Gulf International Bank (UK)
United Kingdom
$4.84M
UBG
438
United Bank (Georgia)
Georgia
$4.82M
PCA
439
Providence Capital Advisors
North Carolina
$4.82M
VF
440
Vest Financial
Virginia
$4.82M
MSRPS
441
Maryland State Retirement & Pension System
Maryland
$4.77M
PA
442
Profund Advisors
Maryland
$4.77M
VWMG
443
Virginia Wealth Management Group
Virginia
$4.76M
CL
444
Choreo LLC
Illinois
$4.75M
GH
445
GAM Holding
Switzerland
$4.75M
TW
446
Trajan Wealth
Arizona
$4.74M
MWM
447
Meridian Wealth Management
Kentucky
$4.73M
GWMIA
448
Global Wealth Management Investment Advisory
Florida
$4.71M
GQG Partners
449
GQG Partners
Florida
$4.7M
TMAM
450
Tokio Marine Asset Management
Japan
$4.63M