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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
SLAM
176
Swiss Life Asset Management
$24.4M
MCM
177
MAI Capital Management
Ohio
$24M
II
178
IFM Investors
Australia
$23.9M
ELC
179
Edgar Lomax Company
Virginia
$23.3M
Corient Private Wealth
180
Corient Private Wealth
Florida
$23.1M
Mercer Global Advisors
181
Mercer Global Advisors
Colorado
$23M
BCM
182
Becker Capital Management
Oregon
$22.8M
WA
183
Waverly Advisors
Alabama
$22.8M
National Bank of Canada
184
National Bank of Canada
Quebec, Canada
$22.7M
Public Sector Pension Investment Board (PSP Investments)
185
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$22.5M
NA
186
NewEdge Advisors
Louisiana
$22.2M
Retirement Systems of Alabama
187
Retirement Systems of Alabama
Alabama
$22.2M
Fidelity International
188
Fidelity International
Bermuda
$22.2M
Cerity Partners
189
Cerity Partners
New York
$22.2M
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$22M
FMLI
191
Fukoku Mutual Life Insurance
Japan
$21.9M
SC
192
Savant Capital
Illinois
$21.8M
Comerica Bank
193
Comerica Bank
Texas
$21.8M
FIA
194
Foundations Investment Advisors
Arizona
$21.3M
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$21.2M
RCYC
196
Richard C. Young & Co
Rhode Island
$21.2M
MT
197
Midwest Trust
Kansas
$21.2M
CWM
198
Calamos Wealth Management
Illinois
$20.9M
AB
199
Amalgamated Bank
New York
$20.2M
IGAM
200
iA Global Asset Management
Quebec, Canada
$20M