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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
IMRF
151
Illinois Municipal Retirement Fund
Illinois
$27.6M
State of Tennessee, Department of Treasury
152
State of Tennessee, Department of Treasury
Tennessee
$27.4M
SG Americas Securities
153
SG Americas Securities
New York
$27.1M
ASRS
154
Arizona State Retirement System
Arizona
$27M
ACM
155
Advisors Capital Management
New Jersey
$26.7M
WHG
156
Westwood Holdings Group
Texas
$26.4M
Baird Financial Group
157
Baird Financial Group
Wisconsin
$26.3M
BCI
158
Brinker Capital Investments
Pennsylvania
$25.7M
CNB
159
Czech National Bank
Czech Republic
$25.3M
American Century Companies
160
American Century Companies
Missouri
$25.3M
SOMRS
161
State of Michigan Retirement System
Michigan
$25.1M
CGH
162
Crossmark Global Holdings
Texas
$24.7M
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$24.6M
Public Sector Pension Investment Board (PSP Investments)
164
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$24.5M
BGIM
165
Brandywine Global Investment Management
Pennsylvania
$23.9M
AT
166
Arbejdsmarkedets Tillaegspension
$23.7M
ETC
167
Exchange Traded Concepts
Oklahoma
$23.6M
HW
168
Hancock Whitney
Mississippi
$23.4M
LOIM
169
Liberty One Investment Management
Illinois
$23.4M
HNB
170
Huntington National Bank
Ohio
$23.3M
GAM
171
Gotham Asset Management
New York
$23.1M
MIM
172
MetLife Investment Management
New Jersey
$23M
II
173
IFM Investors
Australia
$22.9M
CIC
174
Crawford Investment Counsel
Georgia
$22.8M
Man Group
175
Man Group
United Kingdom
$22.7M