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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 %
PMIA
526
Patrick Mauro Investment Advisor
Illinois
$3.43M -$243K -2,720 -7%
IC
527
IEQ Capital
California
$3.43M -$1.05M -11,454 -23%
HAG
528
HighPoint Advisor Group
Illinois
$3.41M -$16.3K -177 -0.5%
MIP
529
Marietta Investment Partners
Wisconsin
$3.4M +$1.39M +15,152 +69%
EF
530
Empowered Funds
Pennsylvania
$3.4M +$274K +2,988 +9%
TF
531
Trek Financial
Arizona
$3.38M -$15.4K -168 -0.5%
LWM
532
LongView Wealth Management
Georgia
$3.38M -$197K -2,140 -5%
CSP
533
Cary Street Partners
Virginia
$3.35M -$2.66M -28,954 -44%
DWP
534
Daymark Wealth Partners
Ohio
$3.35M +$16.7K +182 +0.5%
SFG
535
Sovereign Financial Group
Connecticut
$3.35M -$52.3K -569 -2%
MA
536
Mutual Advisors
Nebraska
$3.34M +$133K +1,398 +4%
FDCDDQ
537
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.29M +$90.1K +981 +3%
WPC
538
Waters Parkerson & Co
Louisiana
$3.28M -$749K -8,154 -19%
FLI
539
Family Legacy Inc
South Carolina
$3.25M -$36.4K -396 -1%
VT
540
Vise Technologies
New York
$3.23M +$3.23M +35,191 New
NMIMC
541
Northwestern Mutual Investment Management Company
Wisconsin
$3.22M +$19.5K +212 +0.6%
ECM
542
Everence Capital Management
Indiana
$3.2M – – –
GLR
543
Great Lakes Retirement
Ohio
$3.17M +$168K +1,829 +6%
ET
544
Equitable Trust
Tennessee
$3.17M +$628K +6,843 +25%
BF
545
BOK Financial
Oklahoma
$3.17M -$44.6K -486 -1%
AWS
546
Atria Wealth Solutions
New York
$3.17M -$6.34M -69,073 -67%
CGPCS
547
Capital Group Private Client Services
California
$3.16M -$127K -1,383 -4%
FC
548
Forte Capital
New York
$3.14M -$17.5K -191 -0.6%
EWA
549
EverSource Wealth Advisors
Alabama
$3.13M +$239K +2,600 +8%
SFG
550
Stonebridge Financial Group
Pennsylvania
$3.12M +$32.2K +351 +1%
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