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Southern Company

2,225 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 219 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: 2,2082,225 (+17)

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
2,225
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
Mawer Investment Management
51
Mawer Investment Management
Alberta, Canada
$154M
Amundi
52
Amundi
France
$153M
Jennison Associates
53
Jennison Associates
New York
$139M
HighTower Advisors
54
HighTower Advisors
Illinois
$135M
Renaissance Technologies
55
Renaissance Technologies
New York
$132M
CIM
56
Confluence Investment Management
Missouri
$130M
Principal Financial Group
57
Principal Financial Group
Iowa
$128M
Empower Advisory Group
58
Empower Advisory Group
Colorado
$127M
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$124M
Focus Partners Wealth
60
Focus Partners Wealth
Massachusetts
$124M
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$120M
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$115M
Russell Investments Group
63
Russell Investments Group
United Kingdom
$109M
DPIM
64
Duff & Phelps Investment Management
Illinois
$108M
NA
65
NewEdge Advisors
Louisiana
$102M
AllianceBernstein
66
AllianceBernstein
Tennessee
$94.5M
Stifel Financial
67
Stifel Financial
Missouri
$92.9M
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$91.7M
ZIM
69
Zacks Investment Management
Illinois
$91.3M
Natixis Advisors
70
Natixis Advisors
Massachusetts
$90.1M
CAI
71
Capital Advisors Inc
Oklahoma
$87.2M
Prudential Financial
72
Prudential Financial
New Jersey
$84.8M
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$84.1M
Truist Financial
74
Truist Financial
North Carolina
$81.8M
Korea Investment Corp
75
Korea Investment Corp
South Korea
$80.4M