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Southern Company

2,207 hedge funds and large institutions have $74.6B invested in Southern Company in 2025 Q3 according to their latest regulatory filings, with 163 funds opening new positions, 929 increasing their positions, 733 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $73.5B → $74.6B (+$1.06B)

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
2,207
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$507M
Puts
$235M
Net Calls
Net Calls Change

Top Sellers

1 -$582M
2 -$247M
3 -$155M
4
Goldman Sachs
Goldman Sachs
New York
-$124M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$111M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
126
Eventide Asset Management
Massachusetts
$38.4M
SEI Investments
127
SEI Investments
Pennsylvania
$38.3M
MAM
128
Magellan Asset Management
Australia
$38.2M
GF
129
Gabelli Funds
New York
$38.1M
Nomura Asset Management
130
Nomura Asset Management
Japan
$37.3M
Mariner
131
Mariner
Kansas
$37.2M
CIBC Asset Management
132
CIBC Asset Management
Ontario, Canada
$37M
AQR Capital Management
133
AQR Capital Management
Connecticut
$37M
State of Tennessee, Department of Treasury
134
State of Tennessee, Department of Treasury
Tennessee
$36.9M
State of New Jersey Common Pension Fund D
135
State of New Jersey Common Pension Fund D
New Jersey
$36.2M
ACA
136
Aptus Capital Advisors
Alabama
$36.1M
MML Investors Services
137
MML Investors Services
Massachusetts
$34.9M
Millennium Management
138
Millennium Management
New York
$34.9M
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$34.8M
Allspring Global Investments
140
Allspring Global Investments
North Carolina
$34.5M
CVA
141
Ceredex Value Advisors
Florida
$33.4M
Voloridge Investment Management
142
Voloridge Investment Management
Florida
$33.4M
SA
143
Sanctuary Advisors
Indiana
$33.2M
GHA
144
GW Henssler & Associates
Georgia
$32.8M
CWM
145
Cahaba Wealth Management
Georgia
$32.5M
KAS
146
Kestra Advisory Services
Texas
$31.9M
FAF
147
Första AP-fonden
Sweden
$31.7M
Bank Julius Baer & Co
148
Bank Julius Baer & Co
Switzerland
$30.5M
ASRS
149
Arizona State Retirement System
Arizona
$30.4M
Assenagon Asset Management
150
Assenagon Asset Management
Luxembourg
$30.1M