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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
ECM
101
ExodusPoint Capital Management
New York
$50.3M
DCM
102
Donaldson Capital Management
Indiana
$49.7M
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$49.7M
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$49M
Osaic Holdings
105
Osaic Holdings
Arizona
$49M
CII
106
Capital International Inc
California
$45.6M
Asset Management One
107
Asset Management One
Japan
$45.3M
SCM
108
Sterling Capital Management
North Carolina
$45M
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$44.7M
Corient Private Wealth
110
Corient Private Wealth
Florida
$43.8M
CIBC Asset Management
111
CIBC Asset Management
Ontario, Canada
$43.3M
DnB Asset Management
112
DnB Asset Management
Norway
$42.4M
Creative Planning
113
Creative Planning
Kansas
$41.9M
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$41.4M
Treasurer of the State of North Carolina
115
Treasurer of the State of North Carolina
North Carolina
$40.3M
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$40.1M
MAM
117
Magellan Asset Management
Australia
$39.3M
VanEck Associates
118
VanEck Associates
New York
$38.9M
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.8M
OCA
120
OpenArc Corporate Advisory
Georgia
$38.7M
RAM
121
Resona Asset Management
Japan
$38.1M
Mariner
122
Mariner
Kansas
$38.1M
Aberdeen Group
123
Aberdeen Group
United Kingdom
$37.6M
US Bancorp
124
US Bancorp
Minnesota
$36.6M
SEI Investments
125
SEI Investments
Pennsylvania
$36.3M