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Southern Company

2,215 hedge funds and large institutions have $74.6B invested in Southern Company in 2025 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 932 increasing their positions, 734 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $507M | Put options by funds: $235M

72% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 96

27% more repeat investments, than reductions

Existing positions increased: 932 | Existing positions reduced: 734

2% more funds holding

Funds holding: 2,1792,215 (+36)

1% more capital invested

Capital invested by funds: $73.5B → $74.6B (+$1.07B)

0.95% more ownership

Funds ownership: 70.56%71.51% (+0.95%)

32% less funds holding in top 10

Funds holding in top 10: 2517 (-8)

Holders
2,215
Holders Change
+36
Holders Change %
+1.65%
% of All Funds
29.08%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.22%
New
165
Increased
932
Reduced
734
Closed
96
Calls
$507M
Puts
$235M
Net Calls
+$272M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
26
Pictet Asset Management
Switzerland
$380M +$3.14M +33,586 +0.8%
Wells Fargo
27
Wells Fargo
California
$374M +$10.5M +112,246 +3%
Barclays
28
Barclays
United Kingdom
$330M +$66.5M +712,070 +26%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$327M -$70M -750,307 -18%
Swiss National Bank
30
Swiss National Bank
Switzerland
$300M -$14.2M -152,100 -5%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$289M -$144K -1,542 -0.1%
Raymond James Financial
32
Raymond James Financial
Florida
$275M +$5.1M +54,641 +2%
LPL Financial
33
LPL Financial
California
$271M +$36.8M +394,122 +16%
Ensign Peak Advisors
34
Ensign Peak Advisors
Utah
$262M -$22.5M -240,859 -8%
National Pension Service
35
National Pension Service
South Korea
$261M +$4.43M +47,451 +2%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$256M +$5.12M +54,820 +2%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$239M +$2.4M +25,690 +1%
Mitsubishi UFJ Asset Management
38
Mitsubishi UFJ Asset Management
Japan
$208M +$7.49M +80,272 +4%
Amundi
39
Amundi
France
$208M -$15.5M -166,160 -7%
COPPSERS
40
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$197M -$4.01M -42,920 -2%
Marshall Wace
41
Marshall Wace
United Kingdom
$194M -$90.6M -970,169 -32%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$194M -$40.3M -431,285 -17%
Federated Hermes
43
Federated Hermes
Pennsylvania
$186M -$36M -385,498 -16%
Deutsche Bank
44
Deutsche Bank
Germany
$184M +$1.1M +11,733 +0.6%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$184M +$1.29M +13,773 +0.7%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$182M +$21.8M +233,337 +14%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$172M +$1M +10,720 +0.6%
Jennison Associates
48
Jennison Associates
New York
$169M -$73.4M -786,655 -31%
SF
49
Synovus Financial
Georgia
$160M -$230K -2,467 -0.1%
CIM
50
Confluence Investment Management
Missouri
$147M -$2.8M -30,028 -2%