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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

64% more first-time investments, than exits

New positions opened: 241 | Existing positions closed: 147

22% more call options, than puts

Call options by funds: $1.97B | Put options by funds: $1.62B

2% more funds holding

Funds holding: 2,2142,261 (+47)

8% more repeat investments, than reductions

Existing positions increased: 864 | Existing positions reduced: 803

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
+47
Holders Change %
+2.12%
% of All Funds
27.51%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.19%
New
241
Increased
864
Reduced
803
Closed
147
Calls
$1.97B
Puts
$1.62B
Net Calls
+$352M
Net Calls Change
+$80.3M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$394M -$43.6M -477,851 -10%
Barclays
27
Barclays
United Kingdom
$383M +$83.5M +914,181 +26%
Pictet Asset Management
28
Pictet Asset Management
Switzerland
$372M +$23.3M +255,230 +6%
Wells Fargo
29
Wells Fargo
California
$350M +$5.5M +60,279 +2%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$323M +$59.5M +652,260 +21%
Raymond James Financial
31
Raymond James Financial
Florida
$270M +$17.4M +190,385 +7%
LPL Financial
32
LPL Financial
California
$263M +$13.8M +151,121 +5%
Swiss National Bank
33
Swiss National Bank
Switzerland
$263M -$14M -153,600 -5%
National Pension Service
34
National Pension Service
South Korea
$253M +$13.4M +146,674 +5%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$250M -$52.7M -577,545 -17%
Deutsche Bank
36
Deutsche Bank
Germany
$241M +$74.8M +819,744 +42%
Ensign Peak Advisors
37
Ensign Peak Advisors
Utah
$226M -$16.4M -179,132 -6%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$226M -$10.8M -118,784 -4%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$224M +$4.18M +45,757 +2%
Squarepoint
40
Squarepoint
New York
$218M +$201M +2,202,821 +733%
Mitsubishi UFJ Asset Management
41
Mitsubishi UFJ Asset Management
Japan
$203M +$13M +142,744 +7%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$198M +$20.7M +226,415 +11%
COPPSERS
43
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$180M -$734K -8,038 -0.4%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$173M +$6.37M +69,794 +4%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$170M +$662K +7,247 +0.4%
Citigroup
46
Citigroup
New York
$169M +$80.9M +885,905 +84%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$161M +$3.33M +36,518 +2%
EIP
48
Energy Income Partners
Connecticut
$156M +$47.1M +515,763 +40%
Federated Hermes
49
Federated Hermes
Pennsylvania
$156M -$15.7M -171,658 -9%
PFPG
50
Pinnacle Financial Partners (Georgia)
Georgia
$154M +$161M +1,767,997 New