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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
Nomura Asset Management
126
Nomura Asset Management
Japan
$35M
GF
127
Gabelli Funds
New York
$34.7M
Citadel Advisors
128
Citadel Advisors
Florida
$34.2M
Toronto Dominion Bank
129
Toronto Dominion Bank
Ontario, Canada
$34.1M
ACA
130
Aptus Capital Advisors
Alabama
$34.1M
EWA
131
EP Wealth Advisors
California
$34.1M
MML Investors Services
132
MML Investors Services
Massachusetts
$33.7M
Credit Agricole
133
Credit Agricole
France
$33.4M
State of New Jersey Common Pension Fund D
134
State of New Jersey Common Pension Fund D
New Jersey
$32.8M
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$32.6M
SA
136
Sanctuary Advisors
Indiana
$32.1M
Allspring Global Investments
137
Allspring Global Investments
North Carolina
$32M
WorldQuant Millennium Advisors
138
WorldQuant Millennium Advisors
New York
$30.8M
KAS
139
Kestra Advisory Services
Texas
$29.8M
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$29.7M
CWM
141
Cahaba Wealth Management
Georgia
$29.6M
QCM
142
Quantinno Capital Management
New York
$29.6M
GHA
143
GW Henssler & Associates
Georgia
$29.5M
WA
144
Waverly Advisors
Alabama
$29.2M
Schroder Investment Management Group
145
Schroder Investment Management Group
United Kingdom
$29M
WAM
146
Weiss Asset Management
Massachusetts
$29M
D.E. Shaw & Co
147
D.E. Shaw & Co
New York
$28.8M
Capital Fund Management (CFM)
148
Capital Fund Management (CFM)
France
$28.7M
VOYA Investment Management
149
VOYA Investment Management
Georgia
$28.1M
BG
150
Bollard Group
Massachusetts
$28.1M