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Southern Company

2,215 hedge funds and large institutions have $74.6B invested in Southern Company in 2025 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 932 increasing their positions, 734 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $507M | Put options by funds: $235M

72% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 96

27% more repeat investments, than reductions

Existing positions increased: 932 | Existing positions reduced: 734

2% more funds holding

Funds holding: 2,1792,215 (+36)

1% more capital invested

Capital invested by funds: $73.5B → $74.6B (+$1.07B)

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
2,215
Holders Change
+36
Holders Change %
+1.65%
% of All Funds
29.08%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.22%
New
165
Increased
932
Reduced
734
Closed
96
Calls
$507M
Puts
$235M
Net Calls
+$272M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.1B +$47.6M +510,080 +0.5%
BlackRock
2
BlackRock
New York
$8.23B -$33.3M -357,079 -0.4%
JP Morgan Chase
3
JP Morgan Chase
New York
$6.62B +$79.9M +855,742 +1%
State Street
4
State Street
Massachusetts
$5.6B +$783K +8,388 +0%
Capital World Investors
5
Capital World Investors
California
$3.18B +$2.39B +25,567,431 +320%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$2.75B +$1.07B +11,496,694 +66%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.55B +$81M +867,346 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$2.32B -$22M -236,174 -1%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$1.88B -$48.7M -521,648 -3%
Capital International Investors
10
Capital International Investors
California
$1.86B -$582M -6,234,937 -24%
Franklin Resources
11
Franklin Resources
California
$1.32B -$4.92M -52,700 -0.4%
Morgan Stanley
12
Morgan Stanley
New York
$1.32B +$103M +1,099,519 +9%
Northern Trust
13
Northern Trust
Illinois
$1B -$1.25M -13,340 -0.1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$989M +$102M +1,088,340 +12%
Ameriprise
15
Ameriprise
Minnesota
$929M +$4.96M +53,162 +0.5%
Bank of America
16
Bank of America
North Carolina
$819M +$25.2M +270,036 +3%
Legal & General Group
17
Legal & General Group
United Kingdom
$809M +$26.7M +285,546 +3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$690M +$13.2M +141,010 +2%
Charles Schwab
19
Charles Schwab
California
$645M +$3.91M +41,914 +0.6%
Goldman Sachs
20
Goldman Sachs
New York
$561M -$124M -1,323,276 -18%
UBS AM
21
UBS AM
Illinois
$543M -$66.5M -712,030 -11%
Invesco
22
Invesco
Georgia
$481M -$2.59M -27,775 -0.5%
UBS Group
23
UBS Group
Switzerland
$474M +$77.2M +827,131 +20%
N
24
Nuveen
North Carolina
$424M -$62.2M -665,936 -13%
SCP
25
Soroban Capital Partners
New York
$403M +$14.3M +152,652 +4%