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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
VOYA Investment Management
151
VOYA Investment Management
Georgia
$29.6M
Baird Financial Group
152
Baird Financial Group
Wisconsin
$29.6M
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$29.2M
ACM
154
Advisors Capital Management
New Jersey
$28.7M
Squarepoint
155
Squarepoint
New York
$28.5M
D.E. Shaw & Co
156
D.E. Shaw & Co
New York
$28.5M
Adage Capital Partners
157
Adage Capital Partners
Massachusetts
$28.5M
BCI
158
Brinker Capital Investments
Pennsylvania
$28.4M
QCM
159
Quantinno Capital Management
New York
$28.3M
IMRF
160
Illinois Municipal Retirement Fund
Illinois
$28.3M
SOMRS
161
State of Michigan Retirement System
Michigan
$28.2M
American Century Companies
162
American Century Companies
Missouri
$27.2M
HW
163
Hancock Whitney
Mississippi
$27M
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$26.9M
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$26.7M
BGIM
166
Brandywine Global Investment Management
Pennsylvania
$26.5M
CNB
167
Czech National Bank
Czech Republic
$26.5M
Arrowstreet Capital
168
Arrowstreet Capital
Massachusetts
$26.4M
MIM
169
MetLife Investment Management
New Jersey
$25.9M
CIC
170
Crawford Investment Counsel
Georgia
$24.8M
HNB
171
Huntington National Bank
Ohio
$24.8M
SO
172
STRS Ohio
Ohio
$24.6M
HAI
173
Hennessy Advisors Inc
California
$24.6M
IMPI
174
Ilmarinen Mutual Pension Insurance
Finland
$24.5M
CGH
175
Crossmark Global Holdings
Texas
$24.4M