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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
VOYA Investment Management
151
VOYA Investment Management
Georgia
$28.1M
BG
152
Bollard Group
Massachusetts
$28.1M
IMRF
153
Illinois Municipal Retirement Fund
Illinois
$27.6M
State of Tennessee, Department of Treasury
154
State of Tennessee, Department of Treasury
Tennessee
$27.4M
SG Americas Securities
155
SG Americas Securities
New York
$27.1M
ASRS
156
Arizona State Retirement System
Arizona
$27M
ACM
157
Advisors Capital Management
New Jersey
$26.7M
WHG
158
Westwood Holdings Group
Texas
$26.4M
Baird Financial Group
159
Baird Financial Group
Wisconsin
$26.3M
BCI
160
Brinker Capital Investments
Pennsylvania
$25.7M
CNB
161
Czech National Bank
Czech Republic
$25.3M
American Century Companies
162
American Century Companies
Missouri
$25.3M
SOMRS
163
State of Michigan Retirement System
Michigan
$25.1M
CGH
164
Crossmark Global Holdings
Texas
$24.7M
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$24.6M
Public Sector Pension Investment Board (PSP Investments)
166
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$24.5M
BGIM
167
Brandywine Global Investment Management
Pennsylvania
$23.9M
AT
168
Arbejdsmarkedets Tillaegspension
$23.7M
ETC
169
Exchange Traded Concepts
Oklahoma
$23.6M
HW
170
Hancock Whitney
Mississippi
$23.4M
LOIM
171
Liberty One Investment Management
Illinois
$23.4M
HNB
172
Huntington National Bank
Ohio
$23.3M
GAM
173
Gotham Asset Management
New York
$23.1M
MIM
174
MetLife Investment Management
New Jersey
$23M
II
175
IFM Investors
Australia
$22.9M