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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
Mackenzie Financial
76
Mackenzie Financial
Ontario, Canada
$86M +$11.3M +120,592 +15%
Macquarie Group
77
Macquarie Group
Australia
$85.2M -$1.25M -13,424 -1%
SIG
78
Stonegate Investment Group
Alabama
$84.6M +$199K +2,128 +0.2%
Korea Investment Corp
79
Korea Investment Corp
South Korea
$81.5M +$308K +3,296 +0.4%
CCMG
80
Clark Capital Management Group
Pennsylvania
$80.7M +$1.8M +19,319 +2%
Capital Research Global Investors
81
Capital Research Global Investors
California
$78.2M +$34.2K +366 +0%
Mitsubishi UFJ Trust & Banking
82
Mitsubishi UFJ Trust & Banking
Japan
$76.7M -$1.22M -13,084 -2%
Mawer Investment Management
83
Mawer Investment Management
Alberta, Canada
$75.7M -$3.57M -38,200 -5%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$75.6M -$612K -6,553 -0.8%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$74.3M +$29M +310,151 +65%
WG
86
Welch Group
Alabama
$73.2M +$478K +5,119 +0.7%
ORIO
87
Old Republic International (ORI)
Illinois
$73.1M
1832 Asset Management
88
1832 Asset Management
Ontario, Canada
$72.3M +$13.8M +147,367 +24%
Cohen & Steers
89
Cohen & Steers
New York
$70M -$35.5M -380,116 -34%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$67.7M +$10M +107,489 +18%
Citadel Advisors
91
Citadel Advisors
Florida
$66.7M -$155M -1,661,394 -70%
Truist Financial
92
Truist Financial
North Carolina
$66.5M -$3.49M -37,393 -5%
WHG
93
Westwood Holdings Group
Texas
$65.4M -$5.6M -60,028 -8%
ACG
94
Aventail Capital Group
New York
$65.3M
LOIM
95
Liberty One Investment Management
Illinois
$65M +$31.1M +333,433 +95%
Victory Capital Management
96
Victory Capital Management
Texas
$63.8M +$1.8M +19,229 +3%
Universal-Beteiligungs- und Servicegesellschaft
97
Universal-Beteiligungs- und Servicegesellschaft
Germany
$63.5M -$258K -2,767 -0.4%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$62.9M +$4.08M +43,693 +7%
Schroder Investment Management Group
99
Schroder Investment Management Group
United Kingdom
$60.2M +$3.22M +34,497 +6%
SG Americas Securities
100
SG Americas Securities
New York
$59.4M +$47.8M +512,257 +449%