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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
28.7%
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 %
KTC
451
Kentucky Trust Company
Kentucky
$4.66M 50,698 -1,194 -2%
ONB
452
Old National Bancorp
Indiana
$4.63M 50,443 +50,443 New
AFG
453
Atomi Financial Group
New York
$4.63M 50,402 +30,374 +152%
GWMIA
454
Global Wealth Management Investment Advisory
Florida
$4.62M 50,326 -4,170 -8%
AP
455
Advisors Preferred
Maryland
$4.62M 50,017 +40,867 +447%
ATFA
456
All Terrain Financial Advisors
Minnesota
$4.6M 50,129 +11 +0%
MA
457
Montag & Associates
Georgia
$4.55M 49,499 -864 -2%
CL
458
Choreo LLC
Illinois
$4.54M 49,487 +5,830 +13%
AM
459
AGF Management
Ontario, Canada
$4.52M 49,238 +4,256 +9%
FCBT
460
First Citizens Bank & Trust
North Carolina
$4.52M 49,200 -9,292 -16%
CBA
461
Coastal Bridge Advisors
Connecticut
$4.46M 48,539 +48,539 New
SPG
462
Strategic Planning Group
Utah
$4.45M 48,484 +48,484 New
NB
463
Norinchukin Bank
Japan
$4.45M 48,471 +311 +0.6%
AAS
464
Annex Advisory Services
Wisconsin
$4.44M 48,378 -12,206 -20%
HCM
465
Hengehold Capital Management
Ohio
$4.41M 48,042 +269 +0.6%
WFMPM
466
Woodley Farra Manion Portfolio Management
Indiana
$4.38M 47,746 +192 +0.4%
PP
467
Prudential plc
United Kingdom
$4.38M 47,703 -643 -1%
SPC
468
Sigma Planning Corp
Michigan
$4.37M 47,576 -5,202 -10%
PFA
469
Pathway Financial Advisers
Indiana
$4.36M 47,441 +578 +1%
MCB
470
Morton Community Bank
Illinois
$4.35M 47,327 +1,692 +4%
FBT
471
First Bank & Trust
South Dakota
$4.3M 46,783 -1,043 -2%
Brown Advisory
472
Brown Advisory
Maryland
$4.27M 46,458 -177 -0.4%
AF
473
Apollon Financial
South Carolina
$4.23M 46,012 +700 +2%
DZ Bank
474
DZ Bank
Germany
$4.14M 45,111 +2,323 +5%
RCIM
475
Red Cedar Investment Management
Michigan
$4.12M 44,897 – –
17 18
19
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