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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
II
176
IFM Investors
Australia
$22.9M
CIC
177
Crawford Investment Counsel
Georgia
$22.8M
Man Group
178
Man Group
United Kingdom
$22.7M
FIA
179
Foundations Investment Advisors
Arizona
$22.4M
LMIM
180
Lockheed Martin Investment Management
Maryland
$22.2M
HAI
181
Hennessy Advisors Inc
California
$22M
SO
182
STRS Ohio
Ohio
$21.8M
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$21.8M
BCM
184
Becker Capital Management
Oregon
$21.2M
Fidelity International
185
Fidelity International
Bermuda
$21.2M
Cerity Partners
186
Cerity Partners
New York
$21M
ELC
187
Edgar Lomax Company
Virginia
$21M
SLAM
188
Swiss Life Asset Management
$20.9M
AQR Capital Management
189
AQR Capital Management
Connecticut
$20.7M
MCM
190
MAI Capital Management
Ohio
$20.7M
Retirement Systems of Alabama
191
Retirement Systems of Alabama
Alabama
$20.4M
AF
192
Allworth Financial
California
$20.3M
FMLI
193
Fukoku Mutual Life Insurance
Japan
$20.1M
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$19.9M
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$19.8M
Teacher Retirement System of Texas
196
Teacher Retirement System of Texas
Texas
$19.8M
RCYC
197
Richard C. Young & Co
Rhode Island
$19.8M
MT
198
Midwest Trust
Kansas
$19.7M
Comerica Bank
199
Comerica Bank
Texas
$19.1M
CWM
200
Calamos Wealth Management
Illinois
$19.1M