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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
GLR
526
Great Lakes Retirement
Ohio
$3.33M
Los Angeles Capital Management
527
Los Angeles Capital Management
California
$3.31M
CSP
528
Cary Street Partners
Virginia
$3.31M
Boston Partners
529
Boston Partners
Massachusetts
$3.31M
NDSIB
530
North Dakota State Investment Board
North Dakota
$3.3M
OWM
531
OneAscent Wealth Management
Alabama
$3.26M
HAG
532
HighPoint Advisor Group
Illinois
$3.25M
JWM
533
JPL Wealth Management
Colorado
$3.25M
IA
534
IFP Advisors
Florida
$3.24M
EF
535
Empirical Finance
Pennsylvania
$3.19M
FNA
536
First National Advisers
Nebraska
$3.18M
SAM
537
Smartleaf Asset Management
Massachusetts
$3.18M
CF
538
Centaurus Financial
California
$3.17M
SC
539
Sculptor Capital
New York
$3.14M
FLI
540
Family Legacy Inc
South Carolina
$3.12M
CAMV
541
Concord Asset Management (Virginia)
Virginia
$3.11M
SFGP
542
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$3.11M
SFG
543
Sovereign Financial Group
Connecticut
$3.1M
HPWM
544
High Point Wealth Management
New Jersey
$3.1M
HAG
545
HF Advisory Group
Maryland
$3.1M
FPAS
546
Focus Partners Advisor Solutions
Missouri
$3.1M
Verition Fund Management
547
Verition Fund Management
Connecticut
$3.08M
NMIMC
548
Northwestern Mutual Investment Management Company
Wisconsin
$3.07M
A
549
AlphaQuest
New York
$3.05M
BA
550
Bridgewater Associates
Connecticut
$3.05M