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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 %
MFG
351
Merit Financial Group
Georgia
$7.74M +$1.14M +12,392 +17%
Janus Henderson Group
352
Janus Henderson Group
United Kingdom
$7.73M +$478K +5,205 +7%
FVWA
353
Foster Victor Wealth Advisors
South Carolina
$7.68M +$282K +3,068 +4%
Lido Advisors
354
Lido Advisors
California
$7.68M -$124K -1,347 -2%
GC
355
Guggenheim Capital
Illinois
$7.67M +$504K +5,485 +7%
FPB
356
First PREMIER Bank
South Dakota
$7.63M -$118K -1,288 -2%
SPC
357
Spirepoint Private Client
Florida
$7.61M +$81.9K +892 +1%
UCFA
358
United Capital Financial Advisors
Texas
$7.6M +$321K +3,501 +4%
PI
359
Parkside Investments
Illinois
$7.54M +$74.2K +808 +1%
AFG
360
Albion Financial Group
Utah
$7.54M -$85.8K -934 -1%
CTC
361
Central Trust Company
Missouri
$7.52M -$95.3K -1,038 -1%
CIA
362
Concurrent Investment Advisors
Florida
$7.52M +$596K +6,487 +9%
SIG
363
Sky Investment Group
Connecticut
$7.38M -$179K -1,950 -2%
CIG
364
Cullen Investment Group
Louisiana
$7.29M +$1.03M +11,169 +16%
DADC
365
D.A. Davidson & Co
Montana
$7.26M +$545K +5,931 +8%
TNBTD
366
Trustmark National Bank Trust Department
Mississippi
$7.26M +$56.6K +616 +0.8%
MPWT
367
MassMutual Private Wealth & Trust
Connecticut
$7.23M -$111K -1,214 -2%
Envestnet Portfolio Solutions
368
Envestnet Portfolio Solutions
Illinois
$7.22M -$5.22M -56,823 -42%
KPWS
369
Kestra Private Wealth Services
Texas
$7.11M +$732K +7,971 +11%
AMIM
370
Aull & Monroe Investment Management
Alabama
$7.09M -$287K -3,125 -4%
CAC
371
Core Alternative Capital
Georgia
$7.09M -$1.01M -10,987 -12%
EIA
372
Edgemoor Investment Advisors
Maryland
$7.09M -$846K -9,208 -11%
TWC
373
TD Waterhouse Canada
Ontario, Canada
$7M -$1.47M -15,955 -17%
RPI
374
Railway Pension Investments
United Kingdom
$7M – – –
GI
375
GLOBALT Investments
Georgia
$6.99M -$332K -3,618 -5%
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