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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
Osaic Holdings
101
Osaic Holdings
Arizona
$59.4M +$979K +10,482 +2%
CIA
102
Capital Investment Advisors
Georgia
$59.3M +$1.77M +18,966 +3%
FWIA
103
Fort Washington Investment Advisors
Ohio
$58.5M +$709K +7,595 +1%
Canada Pension Plan Investment Board
104
Canada Pension Plan Investment Board
Ontario, Canada
$57.5M -$40.8M -437,520 -42%
Canada Life
105
Canada Life
Manitoba, Canada
$56.6M +$999K +10,699 +2%
VDI
106
Vaughan David Investments
Illinois
$55.2M +$184K +1,975 +0.3%
State of Wisconsin Investment Board
107
State of Wisconsin Investment Board
Wisconsin
$54.7M -$937K -10,037 -2%
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$53.6M -$1.79M -19,222 -3%
DCM
109
Donaldson Capital Management
Indiana
$53.4M +$50.7M +543,517 +2,786%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$50.3M +$803K +8,597 +2%
Asset Management One
111
Asset Management One
Japan
$49.4M +$603K +6,462 +1%
Treasurer of the State of North Carolina
112
Treasurer of the State of North Carolina
North Carolina
$47M -$1.8M -19,302 -4%
CII
113
Capital International Inc
California
$45.6M +$16.3M +174,642 +57%
Creative Planning
114
Creative Planning
Kansas
$44.1M +$1.48M +15,814 +4%
DnB Asset Management
115
DnB Asset Management
Norway
$43M +$1.66M +17,744 +4%
BG
116
Bollard Group
Massachusetts
$42.7M +$2.25M +24,127 +6%
Jane Street
117
Jane Street
New York
$42.5M +$41.8M +448,159 New
RAM
118
Resona Asset Management
Japan
$42.3M -$3.25M -34,792 -7%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.9M -$861K -9,223 -2%
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$41M +$2.9M +31,109 +8%
Aberdeen Group
121
Aberdeen Group
United Kingdom
$40.7M -$4.81M -51,496 -11%
Toronto Dominion Bank
122
Toronto Dominion Bank
Ontario, Canada
$40.4M -$3.59M -38,484 -8%
US Bancorp
123
US Bancorp
Minnesota
$39.9M -$413K -4,420 -1%
VanEck Associates
124
VanEck Associates
New York
$39.8M +$2.37M +25,376 +6%
TD Asset Management
125
TD Asset Management
Ontario, Canada
$38.8M +$516K +5,529 +1%