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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
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$18.7M
CIC
202
Carnegie Investment Counsel
Ohio
$18.5M
CAMG
203
CWA Asset Management Group
Florida
$18.2M
Mackenzie Financial
204
Mackenzie Financial
Ontario, Canada
$18.1M
ProShare Advisors
205
ProShare Advisors
Maryland
$18M
SCTC
206
Sanibel Captiva Trust Company
Florida
$18M
VI
207
Vestcor Inc
New Brunswick, Canada
$18M
AB
208
Amalgamated Bank
New York
$17.8M
Millennium Management
209
Millennium Management
New York
$17.7M
Mirae Asset Global Investments
210
Mirae Asset Global Investments
South Korea
$17.5M
Calamos Advisors
211
Calamos Advisors
Illinois
$17.1M
ECSS
212
Eurizon Capital SGR SpA
$17M
BCIM
213
British Columbia Investment Management
British Columbia, Canada
$17M
BEI
214
Benjamin Edwards Inc
Missouri
$16.8M
HWM
215
HB Wealth Management
Georgia
$16.8M
SPIA
216
Steward Partners Investment Advisory
New York
$16.4M
WP
217
Woodline Partners
California
$16.4M
Jones Financial Companies
218
Jones Financial Companies
Missouri
$16.4M
IGAM
219
iA Global Asset Management
Quebec, Canada
$16.3M
NPA
220
Nichols & Pratt Advisers
Massachusetts
$16.3M
RFC
221
Regions Financial Corp
Alabama
$16.3M
LIM
222
Leavell Investment Management
Alabama
$16.2M
CIMLRA
223
CBRE Investment Management Listed Real Assets
Pennsylvania
$16.1M
URS
224
Utah Retirement Systems
Utah
$15.9M
Daiwa Securities Group
225
Daiwa Securities Group
Japan
$15.7M