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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 %
BTI
326
Blue Trust Inc
Georgia
$8.5M 92,536 +903 +1%
DAS
327
Dynamic Advisor Solutions
Arizona
$8.49M 92,413 +2,350 +3%
TSW
328
Thompson Siegel & Walmsley
Virginia
$8.45M 92,003 -15,446 -14%
VLKIM
329
Van Lanschot Kempen Investment Management
Netherlands
$8.43M 91,747 +91,747 New
CWG
330
Cornerstone Wealth Group
North Carolina
$8.39M 91,413 +778 +0.9%
JWCA
331
J.W. Cole Advisors
Florida
$8.3M 90,424 +6,932 +8%
WW
332
Windle Wealth
Oklahoma
$8.26M 89,931 +1,037 +1%
SFA
333
Sequoia Financial Advisors
Ohio
$8.24M 89,739 +4,796 +6%
AG
334
Advocate Group
Minnesota
$8.21M 89,373 -1,648 -2%
Allianz Asset Management
335
Allianz Asset Management
Germany
$8.17M 88,995 -25,892 -23%
BPA
336
Beacon Pointe Advisors
California
$8.14M 88,649 +2,061 +2%
Robeco Institutional Asset Management
337
Robeco Institutional Asset Management
Netherlands
$8.12M 88,418 -115,837 -57%
DC
338
Davenport & Co
Virginia
$8.08M 88,040 -5,414 -6%
HFS
339
Hantz Financial Services
Michigan
$8.07M 87,918 -2,726 -3%
LA
340
Lifeworks Advisors
Michigan
$7.98M 86,873 +1,594 +2%
CWM
341
Chronos Wealth Management
Florida
$7.95M 86,545 +805 +0.9%
SF
342
Summit Financial
New Jersey
$7.94M 86,489 +6,275 +8%
TRSOTSOK
343
Teachers Retirement System of the State of Kentucky
Kentucky
$7.88M 85,856 +1,207 +1%
MCM
344
Mainstay Capital Management
Michigan
$7.87M 85,744 +44,651 +109%
AWM
345
Apollon Wealth Management
South Carolina
$7.81M 85,084 +11,705 +16%
TNB
346
Thomasville National Bank
Georgia
$7.76M 84,492 -1,270 -1%
MFG
347
Merit Financial Group
Georgia
$7.74M 84,302 +12,392 +17%
Janus Henderson Group
348
Janus Henderson Group
United Kingdom
$7.73M 84,206 +5,205 +7%
FVWA
349
Foster Victor Wealth Advisors
South Carolina
$7.68M 83,551 +3,068 +4%
Lido Advisors
350
Lido Advisors
California
$7.68M 83,595 -1,347 -2%
12 13
14
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