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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
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$20M
CIC
202
Carnegie Investment Counsel
Ohio
$19.7M
ProShare Advisors
203
ProShare Advisors
Maryland
$19.6M
TIAA Trust, National Association
204
TIAA Trust, National Association
North Carolina
$19.6M
SCTC
205
Sanibel Captiva Trust Company
Florida
$19.6M
Calamos Advisors
206
Calamos Advisors
Illinois
$19.4M
CAMG
207
CWA Asset Management Group
Florida
$19.1M
UOC
208
UBS O'Connor
Illinois
$19.1M
RFC
209
Regions Financial Corp
Alabama
$18.6M
DILIC
210
Dai-ichi Life Insurance Company
Japan
$18.6M
BEI
211
Benjamin Edwards Inc
Missouri
$18.4M
HWM
212
HB Wealth Management
Georgia
$18.1M
LIM
213
Leavell Investment Management
Alabama
$17.8M
NPA
214
Nichols & Pratt Advisers
Massachusetts
$17.7M
HF
215
HRT Financial
New York
$17.5M
AF
216
Allworth Financial
California
$17.3M
DekaBank Deutsche Girozentrale
217
DekaBank Deutsche Girozentrale
Germany
$17.3M
URS
218
Utah Retirement Systems
Utah
$17.2M
Kayne Anderson Rudnick Investment Management
219
Kayne Anderson Rudnick Investment Management
California
$17.2M
Mirae Asset Global ETFs Holdings
220
Mirae Asset Global ETFs Holdings
Hong Kong
$17.1M
PFSRSONJ
221
Police & Firemen's Retirement System of New Jersey
New Jersey
$16.8M
SPIA
222
Steward Partners Investment Advisory
New York
$16.7M
LOAME
223
Lombard Odier Asset Management (Europe)
United Kingdom
$16.7M
UIM
224
USS Investment Management
United Kingdom
$16.6M
Daiwa Securities Group
225
Daiwa Securities Group
Japan
$16.5M