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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 %
Brown Advisory
476
Brown Advisory
Maryland
$4.27M -$16.3K -177 -0.4%
AF
477
Apollon Financial
South Carolina
$4.23M +$64.3K +700 +2%
DZ Bank
478
DZ Bank
Germany
$4.14M +$213K +2,323 +5%
RCIM
479
Red Cedar Investment Management
Michigan
$4.12M – – –
RWM
480
Rench Wealth Management
Texas
$4.11M +$27.5K +300 +0.7%
PAS
481
Park Avenue Securities
New York
$4.1M +$4.1M +44,632 New
CWP
482
Concord Wealth Partners
Virginia
$4.09M +$154K +1,672 +4%
CAMV
483
Concord Asset Management (Virginia)
Virginia
$4.09M +$489K +5,323 +14%
LFAS
484
Level Four Advisory Services
Texas
$4.09M +$32.6K +355 +0.8%
DE
485
Diversified Enterprises
Delaware
$4.08M +$423K +4,602 +12%
B
486
Bailard
California
$4.05M +$50K +545 +1%
AWM
487
AE Wealth Management
Kansas
$4.04M +$16.6K +181 +0.4%
FFA
488
Farther Finance Advisors
California
$4.03M +$300K +3,268 +8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
489
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.03M +$2.83M +30,780 +236%
PAM
490
Palisade Asset Management
Minnesota
$4.02M -$152K -1,650 -4%
MIM
491
MTM Investment Management
South Carolina
$4M -$31.6K -344 -0.8%
BAMF
492
BI Asset Management Fondsmaeglerselskab
Denmark
$4M -$4.91M -53,446 -55%
WFG
493
Wills Financial Group
Virginia
$3.99M +$183K +1,994 +5%
GLA
494
Great Lakes Advisors
Illinois
$3.98M +$1.1K +12 +0%
TA
495
TrueWealth Advisors
Alabama
$3.98M +$153K +1,664 +4%
ZBNA
496
Zions Bancorporation, National Association
Utah
$3.95M -$1.47M -16,016 -27%
ATC
497
Argent Trust Co
Tennessee
$3.95M +$311K +3,389 +9%
GAM
498
Gotham Asset Management
New York
$3.88M -$5.77M -62,820 -60%
BCM
499
Buckhead Capital Management
Georgia
$3.87M -$2.07M -22,541 -35%
HI
500
Horizon Investments
North Carolina
$3.87M +$1.9M +20,717 +97%
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