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Southern Company
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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 %
MMPW
401
Mitchell McLeod Pugh & Williams
Alabama
$6.26M +$41.8K +455 +0.7%
OC
402
Oppenheimer & Co
New York
$6.24M +$834K +9,086 +15%
FTC
403
Farmers Trust Company
Ohio
$6.11M +$1.59M +17,286 +35%
HIMCH
404
Hartford Investment Management Co (HIMCO)
Connecticut
$6.09M -$44.4K -484 -0.7%
CICC
405
Capital Investment Counsel (Colorado)
Colorado
$6.07M -$381K -4,152 -6%
CBTWT
406
Community Bank & Trust (Waco, Texas)
Texas
$6.03M +$43.8K +477 +0.7%
MWM
407
Marietta Wealth Management
Georgia
$6.02M +$134K +1,460 +2%
MDCM
408
Morgan Dempsey Capital Management
Wisconsin
$6.01M -$74.2K -808 -1%
Nordea Investment Management
409
Nordea Investment Management
Sweden
$5.96M +$96.9K +1,063 +2%
MC
410
Moors & Cabot
Massachusetts
$5.88M -$16.3K -177 -0.3%
WC
411
Woodstock Corp
Massachusetts
$5.85M +$92 +1 +0%
SBWIC
412
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.8M -$46.8K -510 -0.8%
UB
413
UMB Bank
Missouri
$5.78M -$94.4K -1,028 -2%
RC
414
Resolution Capital
Australia
$5.69M +$2.45M +26,632 +75%
AIMCA
415
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.66M -$13.1M -142,806 -70%
VCM
416
Voleon Capital Management
California
$5.64M -$2.79M -30,368 -33%
SA
417
Shilanski & Associates
Alaska
$5.62M -$45.2K -492 -0.8%
AWCI
418
Alpine Woods Capital Investors
New York
$5.61M -$145K -1,579 -3%
TLP
419
Trinity Legacy Partners
Texas
$5.6M +$39.6K +424 +0.7%
GPWM
420
Grant Private Wealth Management
California
$5.58M +$5.58M +60,811 New
SCM
421
Schnieders Capital Management
California
$5.44M +$36.1K +393 +0.7%
WAP
422
Wealthcare Advisory Partners
Pennsylvania
$5.42M +$565K +6,155 +12%
AC
423
Arrow Capital
Australia
$5.42M -$1.59M -11,358 -23%
BCCM
424
Bridge Creek Capital Management
Massachusetts
$5.41M +$36.5K +398 +0.7%
AAM
425
Advisors Asset Management
Colorado
$5.39M +$676K +7,360 +14%
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