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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 %
PMIA
526
Patrick Mauro Investment Advisor
Illinois
$3.43M 38,459 -2,720 -7%
IC
527
IEQ Capital
California
$3.43M 37,319 -11,454 -23%
HAG
528
HighPoint Advisor Group
Illinois
$3.41M 37,102 -177 -0.5%
MIP
529
Marietta Investment Partners
Wisconsin
$3.4M 37,046 +15,152 +69%
EF
530
Empowered Funds
Pennsylvania
$3.4M 36,991 +2,988 +9%
TF
531
Trek Financial
Arizona
$3.38M 36,811 -168 -0.5%
LWM
532
LongView Wealth Management
Georgia
$3.38M 36,784 -2,140 -5%
CSP
533
Cary Street Partners
Virginia
$3.35M 36,531 -28,954 -44%
DWP
534
Daymark Wealth Partners
Ohio
$3.35M 36,505 +182 +0.5%
SFG
535
Sovereign Financial Group
Connecticut
$3.35M 36,496 -569 -2%
MA
536
Mutual Advisors
Nebraska
$3.34M 34,981 +1,398 +4%
FDCDDQ
537
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.29M 35,826 +981 +3%
WPC
538
Waters Parkerson & Co
Louisiana
$3.28M 35,750 -8,154 -19%
FLI
539
Family Legacy Inc
South Carolina
$3.25M 35,364 -396 -1%
VT
540
Vise Technologies
New York
$3.23M 35,191 +35,191 New
NMIMC
541
Northwestern Mutual Investment Management Company
Wisconsin
$3.22M 35,061 +212 +0.6%
ECM
542
Everence Capital Management
Indiana
$3.2M 34,801 – –
GLR
543
Great Lakes Retirement
Ohio
$3.17M 34,571 +1,829 +6%
ET
544
Equitable Trust
Tennessee
$3.17M 34,527 +6,843 +25%
BF
545
BOK Financial
Oklahoma
$3.17M 34,518 -486 -1%
AWS
546
Atria Wealth Solutions
New York
$3.17M 34,506 -69,073 -67%
CGPCS
547
Capital Group Private Client Services
California
$3.16M 34,434 -1,383 -4%
FC
548
Forte Capital
New York
$3.14M 34,221 -191 -0.6%
EWA
549
EverSource Wealth Advisors
Alabama
$3.13M 34,043 +2,600 +8%
SFG
550
Stonebridge Financial Group
Pennsylvania
$3.12M 34,008 +351 +1%
20 21
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