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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 %
TYCC
576
Texas Yale Capital Corp
Florida
$2.85M -$42K -457 -1%
PWMAG
577
Pinnacle Wealth Management Advisory Group
New Jersey
$2.84M -$49.2K -536 -2%
EI
578
Ethic Inc
New York
$2.83M -$3.18K -35 -0.1%
NW
579
Naviter Wealth
Arkansas
$2.83M +$75.8K +825 +3%
AA
580
Armis Advisers
Georgia
$2.83M +$575K +6,218 +26%
BFO
581
Biltmore Family Office
North Carolina
$2.82M -$6.89K -75 -0.2%
CC
582
Courier Capital
New York
$2.82M -$59.8K -651 -2%
GWM
583
Geneos Wealth Management
Colorado
$2.82M -$2.01M -21,839 -42%
SIC
584
Shoker Investment Counsel
Ohio
$2.81M +$17K +185 +0.6%
MCM
585
McRae Capital Management
New Jersey
$2.81M – – –
AWA
586
Arete Wealth Advisors
Illinois
$2.8M +$43.2K +470 +2%
AIM
587
Advyzon Investment Management
Illinois
$2.79M +$2.54M +27,610 +982%
CWM
588
Congress Wealth Management
Massachusetts
$2.79M -$62K -675 -2%
MHI
589
Miller Howard Investments
New York
$2.79M +$147K +1,604 +6%
WHRC
590
W.H. Reaves & Co
New Jersey
$2.76M -$399K -4,350 -13%
SAI
591
Systematic Alpha Investments
New Jersey
$2.75M – – –
CCP
592
Clarkston Capital Partners
Michigan
$2.75M – – –
HKIM
593
Hayek Kallen Investment Management
Alabama
$2.74M -$28.8K -314 -1%
HIC
594
Holderness Investments Company
North Carolina
$2.74M -$79K -860 -3%
KRSITF
595
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.74M -$190K -2,066 -6%
EWM
596
Empirical Wealth Management
Washington
$2.73M +$323K +3,519 +13%
ICP
597
Ilex Capital Partners
United Kingdom
$2.73M +$2.73M +29,702 New
HAG
598
HF Advisory Group
Maryland
$2.71M +$395K +4,303 +17%
ACG
599
Allen Capital Group
Nebraska
$2.7M +$11.5K +125 +0.4%
CF
600
Centaurus Financial
California
$2.69M -$8.36K -91 -0.3%
22 23
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