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Southern Company

2,215 hedge funds and large institutions have $74.6B invested in Southern Company in 2025 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 932 increasing their positions, 734 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $507M | Put options by funds: $235M

72% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 96

27% more repeat investments, than reductions

Existing positions increased: 932 | Existing positions reduced: 734

2% more funds holding

Funds holding: 2,1792,215 (+36)

1% more capital invested

Capital invested by funds: $73.5B → $74.6B (+$1.07B)

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
2,215
Holders Change
+36
Holders Change %
+1.65%
% of All Funds
29.08%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.22%
New
165
Increased
932
Reduced
734
Closed
96
Calls
$507M
Puts
$235M
Net Calls
+$272M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
SLAM
176
Swiss Life Asset Management
$24.4M -$552K -5,909 -2%
MCM
177
MAI Capital Management
Ohio
$24M +$1.35M +14,498 +6%
II
178
IFM Investors
Australia
$23.9M -$483K -5,174 -2%
ELC
179
Edgar Lomax Company
Virginia
$23.3M -$6.76M -72,450 -23%
Corient Private Wealth
180
Corient Private Wealth
Florida
$23.1M +$1.45M +15,577 +7%
Mercer Global Advisors
181
Mercer Global Advisors
Colorado
$23M +$153K +1,637 +0.7%
BCM
182
Becker Capital Management
Oregon
$22.8M +$601K +6,440 +3%
WA
183
Waverly Advisors
Alabama
$22.8M +$1.32M +14,163 +6%
National Bank of Canada
184
National Bank of Canada
Quebec, Canada
$22.7M -$19.5M -208,425 -47%
Public Sector Pension Investment Board (PSP Investments)
185
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$22.5M +$1.03M +11,059 +5%
NA
186
NewEdge Advisors
Louisiana
$22.2M +$2.46M +26,361 +13%
Retirement Systems of Alabama
187
Retirement Systems of Alabama
Alabama
$22.2M -$110K -1,178 -0.5%
Fidelity International
188
Fidelity International
Bermuda
$22.2M -$3.67M -39,361 -14%
Cerity Partners
189
Cerity Partners
New York
$22.2M +$573K +6,139 +3%
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$22M -$1.2M -12,889 -5%
FMLI
191
Fukoku Mutual Life Insurance
Japan
$21.9M +$13.1K +140 +0.1%
Comerica Bank
192
Comerica Bank
Texas
$21.8M -$1.68M -17,977 -7%
FIA
193
Foundations Investment Advisors
Arizona
$21.3M +$1.99M +21,271 +10%
Rockefeller Capital Management
194
Rockefeller Capital Management
New York
$21.2M -$480K -5,139 -2%
RCYC
195
Richard C. Young & Co
Rhode Island
$21.2M -$111K -1,190 -0.5%
MT
196
Midwest Trust
Kansas
$21.2M -$230K -2,466 -1%
CWM
197
Calamos Wealth Management
Illinois
$20.9M -$515K -5,512 -2%
AB
198
Amalgamated Bank
New York
$20.2M -$325K -3,481 -2%
IGAM
199
iA Global Asset Management
Quebec, Canada
$20M -$1.56M -16,724 -7%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$20M -$219K -2,348 -1%