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Southern Company
SO

Overview Fund Activity

2,138 hedge funds and large institutions have $70.7B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 920 increasing their positions, 719 reducing their positions, and 117 closing their positions.

Holders
2,138
Holders Change
-36
Holders Change %
-1.66%
% of All Funds
28.71%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.32%
New
126
Increased
920
Reduced
719
Closed
117
Calls
$497M
Puts
$156M
Net Calls
+$342M
Net Calls Change
+$125M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.18B
2
Capital World Investors
2
Capital World Investors
California
$733M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.33B
4
BlackRock
4
BlackRock
New York
$8.01B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.61B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.27B
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$43.5M
3
Franklin Resources
3
Franklin Resources
California
$1.29B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$86.6M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.87B
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
251
Jones Financial Companies
Missouri
$12.9M 142,324 +19,381 +16%
DWM
252
Dakota Wealth Management
Florida
$12.9M 140,307 -74 -0.1%
CPL
253
Capital & Planning LLC
Georgia
$12.8M 139,178 +2,182 +2%
BIA
254
Biondo Investment Advisors
Pennsylvania
$12.7M 138,499 +1,633 +1%
CWM
255
CIBC World Markets
New York
$12.7M 138,210 +6,049 +5%
KFC
256
Klingenstein Fields & Co
New York
$12.5M 136,141 -3,243 -2%
AF
257
Alerus Financial
North Dakota
$12.5M 135,782 +1,891 +1%
Bank of Nova Scotia
258
Bank of Nova Scotia
Ontario, Canada
$12.3M 134,197 +7,769 +6%
Royal London Asset Management
259
Royal London Asset Management
United Kingdom
$12.3M 133,597 -4,265 -3%
Pathstone Holdings
260
Pathstone Holdings
New Jersey
$12.3M 133,538 -933 -0.7%
VV
261
Verity & Verity
South Carolina
$12M 131,018 -1,718 -1%
AWA
262
Arkadios Wealth Advisors
Georgia
$11.9M 129,466 +12,388 +11%
ASN
263
Advisory Services Network
Georgia
$11.7M 123,591 +3,366 +3%
JPWM
264
Jamison Private Wealth Management
Georgia
$11.7M 127,036 -816 -0.6%
KeyBank National Association
265
KeyBank National Association
Ohio
$11.7M 127,022 -584 -0.5%
MOACM
266
Mutual of America Capital Management
New York
$11.6M 126,020 -1,379 -1%
QCM
267
QRG Capital Management
Illinois
$11.6M 125,776 -11,398 -8%
BCM
268
Brookstone Capital Management
Illinois
$11.5M 125,556 +18,677 +17%
CIBC World Market
269
CIBC World Market
Ontario, Canada
$11.5M 125,486 +34,150 +37%
CA
270
Cullinan Associates
Kentucky
$11.5M 125,152 +9,543 +8%
IAA
271
Independent Advisor Alliance
North Carolina
$11.4M 124,108 -2,052 -2%
SOADOR
272
State of Alaska Department of Revenue
Alaska
$11.3M 123,339 -5,055 -4%
Fisher Asset Management
273
Fisher Asset Management
Washington
$11.2M 122,408 +6,129 +5%
PA
274
Pinnacle Associates
New York
$11.2M 122,058 -5,202 -4%
RA
275
RFG Advisory
Alabama
$11.2M 121,479 +12,491 +11%
9 10
11
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