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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
CIC
176
Crawford Investment Counsel
Georgia
$22.8M
Man Group
177
Man Group
United Kingdom
$22.7M
FIA
178
Foundations Investment Advisors
Arizona
$22.4M
LMIM
179
Lockheed Martin Investment Management
Maryland
$22.2M
HAI
180
Hennessy Advisors Inc
California
$22M
SO
181
STRS Ohio
Ohio
$21.8M
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$21.8M
BCM
183
Becker Capital Management
Oregon
$21.2M
Fidelity International
184
Fidelity International
Bermuda
$21.2M
Cerity Partners
185
Cerity Partners
New York
$21M
ELC
186
Edgar Lomax Company
Virginia
$21M
SLAM
187
Swiss Life Asset Management
$20.9M
AQR Capital Management
188
AQR Capital Management
Connecticut
$20.7M
MCM
189
MAI Capital Management
Ohio
$20.7M
Retirement Systems of Alabama
190
Retirement Systems of Alabama
Alabama
$20.4M
AF
191
Allworth Financial
California
$20.3M
FMLI
192
Fukoku Mutual Life Insurance
Japan
$20.1M
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$19.9M
Rockefeller Capital Management
194
Rockefeller Capital Management
New York
$19.8M
Teacher Retirement System of Texas
195
Teacher Retirement System of Texas
Texas
$19.8M
RCYC
196
Richard C. Young & Co
Rhode Island
$19.8M
MT
197
Midwest Trust
Kansas
$19.7M
Comerica Bank
198
Comerica Bank
Texas
$19.1M
CWM
199
Calamos Wealth Management
Illinois
$19.1M
SC
200
Savant Capital
Illinois
$19.1M