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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 %
William Blair & Company
301
William Blair & Company
Illinois
$9.42M 102,596 +795 +0.8%
SC
302
Sagefield Capital
Texas
$9.36M 101,942 -50,588 -33%
Axa
303
Axa
France
$9.36M 101,923 +93,783 +1,152%
AAS
304
Avantax Advisory Services
Texas
$9.33M 101,609 +2,486 +3%
MASUI
305
MIRAE ASSET SECURITIES (USA) INC.
New York
$9.21M 100,260 +100,260 New
AWAG
306
ARS Wealth Advisors Group
Florida
$9.2M 100,186 +1,386 +1%
SG
307
StoneX Group
New York
$9.2M 100,152 +2,526 +3%
Capital Fund Management (CFM)
308
Capital Fund Management (CFM)
France
$9.17M 99,889 -289,429 -74%
AI
309
Atria Investments
North Carolina
$9.15M 99,626 -19,773 -17%
KBC Group
310
KBC Group
Belgium
$9.12M 99,350 +14,908 +18%
MGP
311
Metis Global Partners
California
$9.1M 99,130 +6,601 +7%
RIL
312
Rothschild Investment LLC
Illinois
$9.08M 98,839 -2,155 -2%
AIS
313
AM Investment Strategies
Tennessee
$9.08M 98,838 +1,058 +1%
VWA
314
Visionary Wealth Advisors
Illinois
$9.04M 98,495 +2,275 +2%
AMG
315
Advisors Management Group
Wisconsin
$9.03M 98,332 -978 -1%
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$9.03M 98,283 +5,118 +5%
Kovitz Investment Group Partners
317
Kovitz Investment Group Partners
Illinois
$9.02M 98,220 -3,895 -4%
PFS
318
Prospera Financial Services
Texas
$8.92M 97,085 +19,411 +25%
ABC
319
Associated Banc-Corp
Wisconsin
$8.86M 96,450 -1,526 -2%
FG
320
Fiduciary Group
Georgia
$8.83M 96,142 -810 -0.8%
OPERF
321
Oregon Public Employees Retirement Fund
Oregon
$8.72M 94,970 +800 +0.8%
SVWAG
322
Sound View Wealth Advisors Group
Georgia
$8.71M 94,829 +2,695 +3%
Neuberger Berman Group
323
Neuberger Berman Group
New York
$8.61M 93,737 +13,216 +16%
Thrivent Financial for Lutherans
324
Thrivent Financial for Lutherans
Minnesota
$8.58M 93,638 +29,408 +46%
GS
325
GWN Securities
Florida
$8.53M 92,536 -65,215 -41%
11 12
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