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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
CCMG
76
Clark Capital Management Group
Pennsylvania
$74.4M
Capital Research Global Investors
77
Capital Research Global Investors
California
$72M
First Trust Advisors
78
First Trust Advisors
Illinois
$71.5M
Mitsubishi UFJ Trust & Banking
79
Mitsubishi UFJ Trust & Banking
Japan
$68.9M
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$68.2M
WG
81
Welch Group
Alabama
$68M
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$66.7M
Macquarie Group
83
Macquarie Group
Australia
$65M
Bank Julius Baer & Co
84
Bank Julius Baer & Co
Switzerland
$63M
Marshall Wace
85
Marshall Wace
United Kingdom
$62.8M
ORIO
86
Old Republic International (ORI)
Illinois
$62.1M
1832 Asset Management
87
1832 Asset Management
Ontario, Canada
$61.5M
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$60.3M
Cohen & Steers
89
Cohen & Steers
New York
$60.3M
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$59.7M
Victory Capital Management
91
Victory Capital Management
Texas
$58.7M
Universal-Beteiligungs- und Servicegesellschaft
92
Universal-Beteiligungs- und Servicegesellschaft
Germany
$57M
APG Asset Management
93
APG Asset Management
Netherlands
$56M
CIA
94
Capital Investment Advisors
Georgia
$55.4M
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$55.3M
FWIA
96
Fort Washington Investment Advisors
Ohio
$54.8M
Canada Life
97
Canada Life
Manitoba, Canada
$54.4M
VDI
98
Vaughan David Investments
Illinois
$51.1M
ACG
99
Aventail Capital Group
New York
$50.9M
ECM
100
ExodusPoint Capital Management
New York
$50.3M