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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 %
Los Angeles Capital Management
501
Los Angeles Capital Management
California
$3.85M -$2.46M -26,764 -39%
CNBT
502
Canandaigua National Bank & Trust
New York
$3.82M +$101K +1,099 +3%
WC
503
Waterloo Capital
Texas
$3.81M +$354K +3,860 +10%
OIA
504
OneDigital Investment Advisors
Kansas
$3.8M -$57.7K -628 -1%
APP
505
Avantax Planning Partners
Iowa
$3.7M +$176K +1,922 +5%
CFO
506
Callan Family Office
Pennsylvania
$3.69M +$2.47M +26,899 +203%
AIP
507
Ameritas Investment Partners
Nebraska
$3.68M -$1.75K -19 -0%
FNFDCM
508
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.67M -$83.7K -911 -2%
JWM
509
JPL Wealth Management
Colorado
$3.67M +$11.7K +127 +0.3%
IIM
510
Intact Investment Management
Quebec, Canada
$3.62M -$542K -5,900 -13%
PCIA
511
Prime Capital Investment Advisors
Kansas
$3.61M -$984K -10,712 -21%
OWM
512
OneAscent Wealth Management
Alabama
$3.61M +$557K +6,063 +18%
PGFC
513
Peapack-Gladstone Financial Corp
New Jersey
$3.61M -$2.85K -31 -0.1%
EFS
514
Essex Financial Services
Connecticut
$3.6M -$57.8K -629 -2%
OAC
515
OMERS Administration Corp
Ontario, Canada
$3.6M – – –
TCA
516
Tortoise Capital Advisors
Kansas
$3.6M +$3.6M +39,174 New
Boston Partners
517
Boston Partners
Massachusetts
$3.59M -$25.1M -272,913 -87%
HWAM
518
Hennion & Walsh Asset Management
New Jersey
$3.54M -$37.7K -411 -1%
FNA
519
First National Advisers
Nebraska
$3.52M +$41.5K +452 +1%
BCM
520
Birmingham Capital Management
Alabama
$3.51M -$753K -8,200 -18%
OFG
521
OmniStar Financial Group
North Carolina
$3.49M +$161K +1,756 +5%
RBA
522
Richard Bernstein Advisors
New York
$3.48M +$3.48M +37,921 New
EF
523
Empirical Finance
Pennsylvania
$3.47M +$22.6K +246 +0.7%
VF
524
Vest Financial
Virginia
$3.43M +$968K +10,537 +39%
BO
525
Bank OZK
Arkansas
$3.43M +$111K +1,209 +3%
19 20
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