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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
FAF
126
Första AP-fonden
Sweden
$36.2M
TD Asset Management
127
TD Asset Management
Ontario, Canada
$35.5M
Nomura Asset Management
128
Nomura Asset Management
Japan
$35M
GF
129
Gabelli Funds
New York
$34.7M
Citadel Advisors
130
Citadel Advisors
Florida
$34.2M
Toronto Dominion Bank
131
Toronto Dominion Bank
Ontario, Canada
$34.1M
ACA
132
Aptus Capital Advisors
Alabama
$34.1M
EWA
133
EP Wealth Advisors
California
$34.1M
MML Investors Services
134
MML Investors Services
Massachusetts
$33.7M
Credit Agricole
135
Credit Agricole
France
$33.4M
State of New Jersey Common Pension Fund D
136
State of New Jersey Common Pension Fund D
New Jersey
$32.8M
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$32.6M
SA
138
Sanctuary Advisors
Indiana
$32.1M
Allspring Global Investments
139
Allspring Global Investments
North Carolina
$32M
WorldQuant Millennium Advisors
140
WorldQuant Millennium Advisors
New York
$30.8M
KAS
141
Kestra Advisory Services
Texas
$29.8M
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$29.7M
CWM
143
Cahaba Wealth Management
Georgia
$29.6M
QCM
144
Quantinno Capital Management
New York
$29.6M
GHA
145
GW Henssler & Associates
Georgia
$29.5M
WA
146
Waverly Advisors
Alabama
$29.2M
Schroder Investment Management Group
147
Schroder Investment Management Group
United Kingdom
$29M
WAM
148
Weiss Asset Management
Massachusetts
$29M
D.E. Shaw & Co
149
D.E. Shaw & Co
New York
$28.8M
Capital Fund Management (CFM)
150
Capital Fund Management (CFM)
France
$28.7M