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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
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$77.5M
CCMG
77
Clark Capital Management Group
Pennsylvania
$74.4M
Capital Research Global Investors
78
Capital Research Global Investors
California
$72M
First Trust Advisors
79
First Trust Advisors
Illinois
$71.5M
Mitsubishi UFJ Trust & Banking
80
Mitsubishi UFJ Trust & Banking
Japan
$68.9M
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$68.2M
WG
82
Welch Group
Alabama
$68M
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$66.7M
Macquarie Group
84
Macquarie Group
Australia
$65M
Bank Julius Baer & Co
85
Bank Julius Baer & Co
Switzerland
$63M
Marshall Wace
86
Marshall Wace
United Kingdom
$62.8M
ORIO
87
Old Republic International (ORI)
Illinois
$62.1M
1832 Asset Management
88
1832 Asset Management
Ontario, Canada
$61.5M
Qube Research & Technologies (QRT)
89
Qube Research & Technologies (QRT)
United Kingdom
$60.3M
Cohen & Steers
90
Cohen & Steers
New York
$60.3M
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$59.7M
Victory Capital Management
92
Victory Capital Management
Texas
$58.7M
Universal-Beteiligungs- und Servicegesellschaft
93
Universal-Beteiligungs- und Servicegesellschaft
Germany
$57M
APG Asset Management
94
APG Asset Management
Netherlands
$56M
CIA
95
Capital Investment Advisors
Georgia
$55.4M
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$55.3M
FWIA
97
Fort Washington Investment Advisors
Ohio
$54.8M
Canada Life
98
Canada Life
Manitoba, Canada
$54.4M
VDI
99
Vaughan David Investments
Illinois
$51.1M
ACG
100
Aventail Capital Group
New York
$50.9M