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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 118 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
118
Calls
$497M
Puts
$156M
Net Calls
+$342M
Net Calls Change
+$125M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$733M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.33B
3
BlackRock
3
BlackRock
New York
$8.01B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.61B
5
SCP
5
Soroban Capital Partners
New York
$376M

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 %
Los Angeles Capital Management
501
Los Angeles Capital Management
California
$3.85M 41,880 -26,764 -39%
CNBT
502
Canandaigua National Bank & Trust
New York
$3.82M 41,546 +1,099 +3%
WC
503
Waterloo Capital
Texas
$3.81M 41,460 +3,860 +10%
OIA
504
OneDigital Investment Advisors
Kansas
$3.8M 41,396 -628 -1%
APP
505
Avantax Planning Partners
Iowa
$3.7M 40,259 +1,922 +5%
CFO
506
Callan Family Office
Pennsylvania
$3.69M 40,147 +26,899 +203%
AIP
507
Ameritas Investment Partners
Nebraska
$3.68M 40,068 -19 -0%
FNFDCM
508
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.67M 39,956 -911 -2%
JWM
509
JPL Wealth Management
Colorado
$3.67M 39,943 +127 +0.3%
IIM
510
Intact Investment Management
Quebec, Canada
$3.62M 39,400 -5,900 -13%
PCIA
511
Prime Capital Investment Advisors
Kansas
$3.61M 39,335 -10,712 -21%
OWM
512
OneAscent Wealth Management
Alabama
$3.61M 39,293 +6,063 +18%
PGFC
513
Peapack-Gladstone Financial Corp
New Jersey
$3.61M 39,278 -31 -0.1%
EFS
514
Essex Financial Services
Connecticut
$3.6M 39,225 -629 -2%
OAC
515
OMERS Administration Corp
Ontario, Canada
$3.6M 39,180 – –
TCA
516
Tortoise Capital Advisors
Kansas
$3.6M 39,174 +39,174 New
Boston Partners
517
Boston Partners
Massachusetts
$3.59M 39,137 -272,913 -87%
HWAM
518
Hennion & Walsh Asset Management
New Jersey
$3.54M 38,498 -411 -1%
FNA
519
First National Advisers
Nebraska
$3.52M 38,327 +452 +1%
BCM
520
Birmingham Capital Management
Alabama
$3.51M 38,225 -8,200 -18%
OFG
521
OmniStar Financial Group
North Carolina
$3.49M 38,055 +1,756 +5%
RBA
522
Richard Bernstein Advisors
New York
$3.48M 37,921 +37,921 New
EF
523
Empirical Finance
Pennsylvania
$3.47M 37,775 +246 +0.7%
VF
524
Vest Financial
Virginia
$3.43M 37,375 +10,537 +39%
BO
525
Bank OZK
Arkansas
$3.43M 37,359 +1,209 +3%
19 20
21
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