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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 %
Swedbank
451
Swedbank
Sweden
$4.8M +$784K +8,536 +20%
TMAM
452
Tokio Marine Asset Management
Japan
$4.71M +$128K +1,398 +3%
GIP
453
Greatmark Investment Partners
Georgia
$4.7M +$133K +1,445 +3%
NMERB
454
New Mexico Educational Retirement Board
New Mexico
$4.7M – – –
KTC
455
Kentucky Trust Company
Kentucky
$4.66M -$110K -1,194 -2%
ONB
456
Old National Bancorp
Indiana
$4.63M +$4.63M +50,443 New
AFG
457
Atomi Financial Group
New York
$4.63M +$2.79M +30,374 +152%
GWMIA
458
Global Wealth Management Investment Advisory
Florida
$4.62M -$383K -4,170 -8%
AP
459
Advisors Preferred
Maryland
$4.62M +$3.77M +40,867 +447%
ATFA
460
All Terrain Financial Advisors
Minnesota
$4.6M +$1.01K +11 +0%
MA
461
Montag & Associates
Georgia
$4.55M -$79.3K -864 -2%
CL
462
Choreo LLC
Illinois
$4.54M +$535K +5,830 +13%
AM
463
AGF Management
Ontario, Canada
$4.52M +$391K +4,256 +9%
FCBT
464
First Citizens Bank & Trust
North Carolina
$4.52M -$853K -9,292 -16%
CBA
465
Coastal Bridge Advisors
Connecticut
$4.46M +$4.46M +48,539 New
SPG
466
Strategic Planning Group
Utah
$4.45M +$4.45M +48,484 New
NB
467
Norinchukin Bank
Japan
$4.45M +$28.6K +311 +0.6%
AAS
468
Annex Advisory Services
Wisconsin
$4.44M -$1.12M -12,206 -20%
HCM
469
Hengehold Capital Management
Ohio
$4.41M +$24.7K +269 +0.6%
WFMPM
470
Woodley Farra Manion Portfolio Management
Indiana
$4.38M +$17.6K +192 +0.4%
PP
471
Prudential plc
United Kingdom
$4.38M -$59K -643 -1%
SPC
472
Sigma Planning Corp
Michigan
$4.37M -$478K -5,202 -10%
PFA
473
Pathway Financial Advisers
Indiana
$4.36M +$53.1K +578 +1%
MCB
474
Morton Community Bank
Illinois
$4.35M +$155K +1,692 +4%
FBT
475
First Bank & Trust
South Dakota
$4.3M -$95.8K -1,043 -2%
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