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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
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$146M +$55.4M +593,146 +63%
HighTower Advisors
52
HighTower Advisors
Illinois
$146M +$1.35M +14,466 +1%
Empower Advisory Group
53
Empower Advisory Group
Colorado
$142M +$2.86M +30,635 +2%
Principal Financial Group
54
Principal Financial Group
Iowa
$134M -$610K -6,533 -0.5%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$129M +$11.3M +121,357 +10%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$125M +$923K +9,887 +0.8%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$123M +$13.9M +149,201 +13%
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$122M +$289K +3,101 +0.2%
EIP
59
Energy Income Partners
Connecticut
$121M +$326K +3,497 +0.3%
Natixis Advisors
60
Natixis Advisors
Massachusetts
$116M +$3.79M +40,582 +3%
DPIM
61
Duff & Phelps Investment Management
Illinois
$109M -$18.2M -194,488 -14%
Prudential Financial
62
Prudential Financial
New Jersey
$107M -$3.43M -36,769 -3%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$101M -$6.92M -74,099 -7%
AllianceBernstein
64
AllianceBernstein
Tennessee
$100M -$10.2M -109,206 -9%
ZIM
65
Zacks Investment Management
Illinois
$100M -$23.8M -254,424 -19%
Citigroup
66
Citigroup
New York
$99.7M -$3.06M -32,804 -3%
Stifel Financial
67
Stifel Financial
Missouri
$97.7M +$1.59M +17,000 +2%
WorldQuant Millennium Advisors
68
WorldQuant Millennium Advisors
New York
$96.4M +$88.6M +949,000 +1,382%
Two Sigma Investments
69
Two Sigma Investments
New York
$96.4M +$95M +1,017,455 New
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$94.8M -$8.78M -94,023 -9%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$93.4M -$6.71M -71,898 -7%
First Trust Advisors
72
First Trust Advisors
Illinois
$93M +$10.4M +110,908 +13%
APG Asset Management
73
APG Asset Management
Netherlands
$92.8M -$1.7M -18,182 -2%
CAI
74
Capital Advisors Inc
Oklahoma
$90.1M +$2.1M +22,458 +2%
MMA
75
Mizuho Markets Americas
New York
$88.5M