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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 %
MSU
376
Mizuho Securities USA
New York
$6.98M -$1.08M -11,774 -13%
AIM
377
Anchor Investment Management
South Carolina
$6.95M +$64.4K +701 +0.9%
EH
378
Equitable Holdings
New York
$6.94M +$289K +3,152 +4%
CCM
379
Coldstream Capital Management
Washington
$6.93M +$114K +1,239 +2%
VA
380
Vident Advisory
Georgia
$6.93M +$953K +10,377 +16%
NGA
381
Naples Global Advisors
Florida
$6.9M +$103K +1,120 +2%
CMP
382
Coston McIsaac & Partners
Maine
$6.89M +$51.1K +557 +0.7%
MIA
383
MainStreet Investment Advisors
Illinois
$6.85M -$136K -1,485 -2%
UM
384
UniSuper Management
Australia
$6.8M -$142K -1,544 -2%
OPTFSNA
385
Old Point Trust & Financial Services N A
Virginia
$6.76M -$197K -2,140 -3%
LF
386
Longbow Finance
Switzerland
$6.75M +$6.75M +73,524 New
CHC
387
City Holding Co
West Virginia
$6.75M +$150K +1,638 +2%
NHC
388
Nicholas Hoffman & Company
Georgia
$6.69M -$551 -6 -0%
CAM
389
Carret Asset Management
New York
$6.66M -$62.3K -678 -0.9%
BL
390
BFSG LLC
California
$6.63M +$7.81K +85 +0.1%
JHCP
391
Jackson Hole Capital Partners
Oklahoma
$6.57M +$43K +468 +0.7%
SB
392
Simmons Bank
Arkansas
$6.49M +$139K +1,516 +2%
SDIC
393
South Dakota Investment Council
South Dakota
$6.45M – – –
IWC
394
Integrated Wealth Concepts
Massachusetts
$6.45M +$211K +2,299 +3%
KRS
395
Kentucky Retirement Systems
Kentucky
$6.45M -$422K -4,600 -6%
GFM
396
GF Fund Management
China
$6.44M -$1.22M -13,233 -16%
TCM
397
Telos Capital Management
California
$6.38M +$38.4K +418 +0.6%
FCH
398
Freestone Capital Holdings
Washington
$6.37M +$6.37M +69,351 New
CA
399
Carson Advisory
Georgia
$6.34M -$34.6K -377 -0.5%
WorldQuant Millennium Advisors
400
WorldQuant Millennium Advisors
New York
$6.31M +$4.6M +50,057 +269%
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16
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