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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 %
GC
351
Guggenheim Capital
Illinois
$7.67M 83,483 +5,485 +7%
FPB
352
First PREMIER Bank
South Dakota
$7.63M 83,083 -1,288 -2%
SPC
353
Spirepoint Private Client
Florida
$7.61M 82,844 +892 +1%
UCFA
354
United Capital Financial Advisors
Texas
$7.6M 82,742 +3,501 +4%
PI
355
Parkside Investments
Illinois
$7.54M 82,141 +808 +1%
AFG
356
Albion Financial Group
Utah
$7.54M 82,110 -934 -1%
CTC
357
Central Trust Company
Missouri
$7.52M 81,871 -1,038 -1%
CIA
358
Concurrent Investment Advisors
Florida
$7.52M 81,840 +6,487 +9%
SIG
359
Sky Investment Group
Connecticut
$7.38M 80,374 -1,950 -2%
CIG
360
Cullen Investment Group
Louisiana
$7.29M 79,392 +11,169 +16%
DADC
361
D.A. Davidson & Co
Montana
$7.26M 79,075 +5,931 +8%
TNBTD
362
Trustmark National Bank Trust Department
Mississippi
$7.26M 79,017 +616 +0.8%
MPWT
363
MassMutual Private Wealth & Trust
Connecticut
$7.23M 78,730 -1,214 -2%
Envestnet Portfolio Solutions
364
Envestnet Portfolio Solutions
Illinois
$7.22M 78,632 -56,823 -42%
KPWS
365
Kestra Private Wealth Services
Texas
$7.11M 77,447 +7,971 +11%
AMIM
366
Aull & Monroe Investment Management
Alabama
$7.09M 77,238 -3,125 -4%
CAC
367
Core Alternative Capital
Georgia
$7.09M 77,227 -10,987 -12%
EIA
368
Edgemoor Investment Advisors
Maryland
$7.09M 77,216 -9,208 -11%
TWC
369
TD Waterhouse Canada
Ontario, Canada
$7M 75,965 -15,955 -17%
RPI
370
Railway Pension Investments
United Kingdom
$7M 76,200 – –
GI
371
GLOBALT Investments
Georgia
$6.99M 76,117 -3,618 -5%
MSU
372
Mizuho Securities USA
New York
$6.98M 75,957 -11,774 -13%
AIM
373
Anchor Investment Management
South Carolina
$6.95M 75,684 +701 +0.9%
EH
374
Equitable Holdings
New York
$6.94M 75,581 +3,152 +4%
CCM
375
Coldstream Capital Management
Washington
$6.93M 75,509 +1,239 +2%
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