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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
Amundi
51
Amundi
France
$153M
Jennison Associates
52
Jennison Associates
New York
$139M
HighTower Advisors
53
HighTower Advisors
Illinois
$135M
Renaissance Technologies
54
Renaissance Technologies
New York
$132M
CIM
55
Confluence Investment Management
Missouri
$130M
Principal Financial Group
56
Principal Financial Group
Iowa
$128M
Empower Advisory Group
57
Empower Advisory Group
Colorado
$127M
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$124M
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$124M
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$120M
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$115M
Russell Investments Group
62
Russell Investments Group
United Kingdom
$109M
DPIM
63
Duff & Phelps Investment Management
Illinois
$108M
NA
64
NewEdge Advisors
Louisiana
$102M
AllianceBernstein
65
AllianceBernstein
Tennessee
$94.5M
Stifel Financial
66
Stifel Financial
Missouri
$92.9M
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$91.7M
ZIM
68
Zacks Investment Management
Illinois
$91.3M
Natixis Advisors
69
Natixis Advisors
Massachusetts
$90.1M
CAI
70
Capital Advisors Inc
Oklahoma
$87.2M
Prudential Financial
71
Prudential Financial
New Jersey
$84.8M
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$84.1M
Truist Financial
73
Truist Financial
North Carolina
$81.8M
Korea Investment Corp
74
Korea Investment Corp
South Korea
$80.4M
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$77.5M