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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
FIA
176
Foundations Investment Advisors
Arizona
$22.4M
LMIM
177
Lockheed Martin Investment Management
Maryland
$22.2M
HAI
178
Hennessy Advisors Inc
California
$22M
SO
179
STRS Ohio
Ohio
$21.8M
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$21.8M
Corient Private Wealth
181
Corient Private Wealth
Florida
$21.7M
BCM
182
Becker Capital Management
Oregon
$21.2M
Fidelity International
183
Fidelity International
Bermuda
$21.2M
Cerity Partners
184
Cerity Partners
New York
$21M
ELC
185
Edgar Lomax Company
Virginia
$21M
SLAM
186
Swiss Life Asset Management
$20.9M
AQR Capital Management
187
AQR Capital Management
Connecticut
$20.7M
MCM
188
MAI Capital Management
Ohio
$20.7M
Retirement Systems of Alabama
189
Retirement Systems of Alabama
Alabama
$20.4M
AF
190
Allworth Financial
California
$20.3M
FMLI
191
Fukoku Mutual Life Insurance
Japan
$20.1M
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$19.9M
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$19.8M
Teacher Retirement System of Texas
194
Teacher Retirement System of Texas
Texas
$19.8M
RCYC
195
Richard C. Young & Co
Rhode Island
$19.8M
MT
196
Midwest Trust
Kansas
$19.7M
Comerica Bank
197
Comerica Bank
Texas
$19.1M
CWM
198
Calamos Wealth Management
Illinois
$19.1M
SC
199
Savant Capital
Illinois
$19.1M
Mirae Asset Global ETFs Holdings
200
Mirae Asset Global ETFs Holdings
Hong Kong
$18.8M