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Southern Company
SO

Overview Fund Activity

2,145 hedge funds and large institutions have $70.8B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 924 increasing their positions, 721 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,145
Holders Change
-29
Holders Change %
-1.33%
% of All Funds
28.79%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.32%
New
127
Increased
924
Reduced
721
Closed
118
Calls
$599M
Puts
$214M
Net Calls
+$385M
Net Calls Change
+$168M

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 Holding Trade Value Shares
Change 		Shares
Change %
LF
551
Lantz Financial
Illinois
$3.1M -$69.1K -753 -2%
KIA
552
KCM Investment Advisors
California
$3.07M +$68.9K +750 +2%
USCWA
553
U.S. Capital Wealth Advisors
Texas
$3.07M +$75.7K +824 +3%
OC
554
Oakworth Capital
Alabama
$3.06M -$132K -1,438 -4%
RWM
555
Rockline Wealth Management
New York
$3.06M +$33.3K +363 +1%
FNT
556
First National Trust
Pennsylvania
$3.05M -$1.75K -19 -0.1%
RF
557
Robbins Farley
New Hampshire
$3.05M +$70.3K +765 +2%
NI
558
Nepsis Inc
Minnesota
$3.05M -$1.03M -11,202 -25%
WIC
559
Woodmont Investment Counsel
Tennessee
$3.04M -$24.2K -264 -0.8%
NIM
560
NXG Investment Management
Texas
$3.03M – – –
BFG
561
Bleakley Financial Group
New Jersey
$3.02M +$331K +3,602 +12%
MSAM
562
Moloney Securities Asset Management
Missouri
$3.02M -$10.5K -114 -0.3%
ACM
563
Adalta Capital Management
New York
$3.01M – – –
JIC
564
Johnson Investment Counsel
Ohio
$2.98M -$326K -3,555 -10%
LWL
565
Leo Wealth LLC
Texas
$2.97M +$538K +5,861 +22%
MMHP
566
Murphy Middleton Hinkle & Parker
Georgia
$2.95M – – –
SC
567
SouthState Corp
Florida
$2.94M +$24.7K +269 +0.8%
SF
568
Slagle Financial
Illinois
$2.94M +$2.49M +27,077 +545%
PWW
569
Pettyjohn Wood & White
Virginia
$2.94M -$12.4K -135 -0.4%
AW
570
Apricus Wealth
South Carolina
$2.94M -$6.43K -70 -0.2%
CFG
571
Citizens Financial Group
Rhode Island
$2.93M +$389K +4,232 +15%
MFGM
572
Marshall Financial Group (Maryland)
Maryland
$2.89M +$79.2K +864 +3%
WPA
573
West Paces Advisors
Georgia
$2.89M +$372K +4,047 +15%
FWP
574
FAS Wealth Partners
Kansas
$2.88M +$182K +1,987 +7%
LS
575
Leelyn Smith
Illinois
$2.86M +$27.1K +295 +1%
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