We are live on ! Find out more
SO icon

Southern Company

2,261 hedge funds and large institutions have $69.6B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 864 increasing their positions, 803 reducing their positions, and 147 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.93% more ownership

Funds ownership: 71.51%72.44% (+0.93%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

7% less capital invested

Capital invested by funds: $74.6B → $69.6B (-$4.97B)

Holders
2,261
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.97B
Puts
$1.62B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Fund Management (CFM)
151
Capital Fund Management (CFM)
France
$28.7M
VOYA Investment Management
152
VOYA Investment Management
Georgia
$28.1M
BG
153
Bollard Group
Massachusetts
$28.1M
IMRF
154
Illinois Municipal Retirement Fund
Illinois
$27.6M
State of Tennessee, Department of Treasury
155
State of Tennessee, Department of Treasury
Tennessee
$27.4M
SG Americas Securities
156
SG Americas Securities
New York
$27.1M
ASRS
157
Arizona State Retirement System
Arizona
$27M
ACM
158
Advisors Capital Management
New Jersey
$26.7M
WHG
159
Westwood Holdings Group
Texas
$26.4M
Baird Financial Group
160
Baird Financial Group
Wisconsin
$26.3M
BCI
161
Brinker Capital Investments
Pennsylvania
$25.7M
CNB
162
Czech National Bank
Czech Republic
$25.3M
American Century Companies
163
American Century Companies
Missouri
$25.3M
SOMRS
164
State of Michigan Retirement System
Michigan
$25.1M
CGH
165
Crossmark Global Holdings
Texas
$24.7M
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$24.6M
Public Sector Pension Investment Board (PSP Investments)
167
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$24.5M
BGIM
168
Brandywine Global Investment Management
Pennsylvania
$23.9M
AT
169
Arbejdsmarkedets Tillaegspension
$23.7M
ETC
170
Exchange Traded Concepts
Oklahoma
$23.6M
HW
171
Hancock Whitney
Mississippi
$23.4M
LOIM
172
Liberty One Investment Management
Illinois
$23.4M
HNB
173
Huntington National Bank
Ohio
$23.3M
GAM
174
Gotham Asset Management
New York
$23.1M
MIM
175
MetLife Investment Management
New Jersey
$23M