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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 %
GIM
426
Goelzer Investment Management
Indiana
$5.38M -$71.6K -780 -1%
GQG Partners
427
GQG Partners
Florida
$5.38M +$685K +7,461 +15%
LSERS
428
Louisiana State Employees Retirement System
Louisiana
$5.33M -$82.6K -900 -2%
SAM
429
Securian Asset Management
Minnesota
$5.27M -$49.8K -542 -0.9%
MWM
430
Meridian Wealth Management
Kentucky
$5.26M +$5.14K +56 +0.1%
ClearBridge Investments
431
ClearBridge Investments
New York
$5.22M – – –
SWP
432
Stratos Wealth Partners
Ohio
$5.18M -$103K -1,117 -2%
GIBU
433
Gulf International Bank (UK)
United Kingdom
$5.17M -$553K -6,023 -10%
SWP
434
Sagespring Wealth Partners
Tennessee
$5.15M +$135K +1,468 +3%
UBG
435
United Bank (Georgia)
Georgia
$5.14M -$1.56K -17 -0%
CA
436
Clearstead Advisors
Ohio
$5.14M +$47.9K +522 +0.9%
PA
437
Profund Advisors
Maryland
$5.07M +$1.11M +12,097 +28%
MCC
438
Money Concepts Capital
Florida
$5.05M +$60.7K +661 +1%
GIM
439
Glenmede Investment Management
Pennsylvania
$5.03M +$5.03M +54,803 New
VWMG
440
Virginia Wealth Management Group
Virginia
$5.01M -$19.6K -213 -0.4%
BA
441
Baugh & Associates
Georgia
$5.01M -$228K -2,683 -4%
WB
442
WesBanco Bank
West Virginia
$4.96M +$240K +2,609 +5%
S
443
SignatureFD
Georgia
$4.95M +$310K +3,373 +7%
MSRPS
444
Maryland State Retirement & Pension System
Maryland
$4.92M +$216K +2,350 +5%
TW
445
Trajan Wealth
Arizona
$4.91M +$20.8K +226 +0.4%
ATIA
446
American Trust Investment Advisors
New Hampshire
$4.89M -$709K -7,720 -13%
MSFS
447
Main Street Financial Solutions
Pennsylvania
$4.84M +$35.8K +390 +0.7%
PCA
448
Providence Capital Advisors
North Carolina
$4.82M +$1.02M +11,158 +27%
CAG
449
Csenge Advisory Group
Florida
$4.8M -$32.2K -358 -0.7%
CC
450
Cornerstone Capital
California
$4.8M -$757K -8,241 -14%
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