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Southern Company

2,210 hedge funds and large institutions have $69.3B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 850 increasing their positions, 799 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:

0% more funds holding

Funds holding: 2,2072,210 (+3)

7% less capital invested

Capital invested by funds: $74.6B → $69.3B (-$5.23B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,210
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
UBS Group
26
UBS Group
Switzerland
$394M
Barclays
27
Barclays
United Kingdom
$383M
Pictet Asset Management
28
Pictet Asset Management
Switzerland
$372M
Wells Fargo
29
Wells Fargo
California
$350M
Wellington Management Group
30
Wellington Management Group
Massachusetts
$323M
Raymond James Financial
31
Raymond James Financial
Florida
$270M
LPL Financial
32
LPL Financial
California
$263M
Swiss National Bank
33
Swiss National Bank
Switzerland
$263M
National Pension Service
34
National Pension Service
South Korea
$253M
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$250M
Deutsche Bank
36
Deutsche Bank
Germany
$241M
Ensign Peak Advisors
37
Ensign Peak Advisors
Utah
$226M
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$226M
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$224M
Squarepoint
40
Squarepoint
New York
$218M
Mitsubishi UFJ Asset Management
41
Mitsubishi UFJ Asset Management
Japan
$203M
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$198M
COPPSERS
43
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$180M
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$173M
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$170M
Citigroup
46
Citigroup
New York
$169M
EIP
47
Energy Income Partners
Connecticut
$156M
Federated Hermes
48
Federated Hermes
Pennsylvania
$156M
PFPG
49
Pinnacle Financial Partners (Georgia)
Georgia
$154M
Mawer Investment Management
50
Mawer Investment Management
Alberta, Canada
$154M