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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
Mirae Asset Global ETFs Holdings
201
Mirae Asset Global ETFs Holdings
Hong Kong
$18.8M
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$18.7M
CIC
203
Carnegie Investment Counsel
Ohio
$18.5M
CAMG
204
CWA Asset Management Group
Florida
$18.2M
Mackenzie Financial
205
Mackenzie Financial
Ontario, Canada
$18.1M
ProShare Advisors
206
ProShare Advisors
Maryland
$18M
SCTC
207
Sanibel Captiva Trust Company
Florida
$18M
VI
208
Vestcor Inc
New Brunswick, Canada
$18M
AB
209
Amalgamated Bank
New York
$17.8M
Millennium Management
210
Millennium Management
New York
$17.7M
Mirae Asset Global Investments
211
Mirae Asset Global Investments
South Korea
$17.5M
Calamos Advisors
212
Calamos Advisors
Illinois
$17.1M
ECSS
213
Eurizon Capital SGR SpA
$17M
BCIM
214
British Columbia Investment Management
British Columbia, Canada
$17M
BEI
215
Benjamin Edwards Inc
Missouri
$16.8M
HWM
216
HB Wealth Management
Georgia
$16.8M
SPIA
217
Steward Partners Investment Advisory
New York
$16.4M
WP
218
Woodline Partners
California
$16.4M
Jones Financial Companies
219
Jones Financial Companies
Missouri
$16.4M
IGAM
220
iA Global Asset Management
Quebec, Canada
$16.3M
NPA
221
Nichols & Pratt Advisers
Massachusetts
$16.3M
RFC
222
Regions Financial Corp
Alabama
$16.3M
LIM
223
Leavell Investment Management
Alabama
$16.2M
CIMLRA
224
CBRE Investment Management Listed Real Assets
Pennsylvania
$16.1M
URS
225
Utah Retirement Systems
Utah
$15.9M