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Southern Company
SO

Overview Fund Activity

2,147 hedge funds and large institutions have $70.8B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 924 increasing their positions, 722 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
-26
Holders Change %
-1.2%
% of All Funds
28.78%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.32%
New
128
Increased
924
Reduced
722
Closed
117
Calls
$599M
Puts
$214M
Net Calls
+$385M
Net Calls Change
+$168M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$733M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$494M
3
BlackRock
BlackRock
New York
+$259M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$244M
5
SCP
Soroban Capital Partners
New York
+$172M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$393M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$156M
3
Franklin Resources
Franklin Resources
California
-$85.4M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$78.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$77.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
301
Principle Wealth Partners
Connecticut
$9.58M -$55.6K -605 -0.6%
ACIM
302
Azimuth Capital Investment Management
Michigan
$9.56M +$143K +1,562 +2%
NIM
303
NEOS Investment Management
Connecticut
$9.5M +$1.96M +21,390 +26%
IA
304
IFG Advisory
Georgia
$9.46M +$259K +2,819 +3%
William Blair & Company
305
William Blair & Company
Illinois
$9.42M +$73K +795 +0.8%
SC
306
Sagefield Capital
Texas
$9.36M -$4.65M -50,588 -33%
Axa
307
Axa
France
$9.36M +$8.61M +93,783 +1,152%
AAS
308
Avantax Advisory Services
Texas
$9.33M +$228K +2,486 +3%
MASUI
309
MIRAE ASSET SECURITIES (USA) INC.
New York
$9.21M +$9.21M +100,260 New
AWAG
310
ARS Wealth Advisors Group
Florida
$9.2M +$127K +1,386 +1%
SG
311
StoneX Group
New York
$9.2M +$232K +2,526 +3%
Capital Fund Management (CFM)
312
Capital Fund Management (CFM)
France
$9.17M -$26.6M -289,429 -74%
AI
313
Atria Investments
North Carolina
$9.15M -$1.82M -19,773 -17%
KBC Group
314
KBC Group
Belgium
$9.12M +$1.37M +14,908 +18%
MGP
315
Metis Global Partners
California
$9.1M +$606K +6,601 +7%
RIL
316
Rothschild Investment LLC
Illinois
$9.08M -$198K -2,155 -2%
AIS
317
AM Investment Strategies
Tennessee
$9.08M +$97.2K +1,058 +1%
VWA
318
Visionary Wealth Advisors
Illinois
$9.04M +$209K +2,275 +2%
AMG
319
Advisors Management Group
Wisconsin
$9.03M -$89.8K -978 -1%
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$9.03M +$470K +5,118 +5%
Kovitz Investment Group Partners
321
Kovitz Investment Group Partners
Illinois
$9.02M -$358K -3,895 -4%
PFS
322
Prospera Financial Services
Texas
$8.92M +$1.78M +19,411 +25%
ABC
323
Associated Banc-Corp
Wisconsin
$8.86M -$140K -1,526 -2%
FG
324
Fiduciary Group
Georgia
$8.83M -$74.4K -810 -0.8%
OPERF
325
Oregon Public Employees Retirement Fund
Oregon
$8.72M +$73.5K +800 +0.8%
11 12
13
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