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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 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
-27
Holders Change %
-1.24%
% of All Funds
28.8%
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
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 %
ACM
626
Argyle Capital Management
Pennsylvania
$2.41M – – –
JGUA
627
John G. Ullman & Associates
New York
$2.4M -$1.01K -11 -0%
VIM
628
Vinva Investment Management
Australia
$2.39M +$447K +4,915 +23%
SCP
629
Stamos Capital Partners
California
$2.39M +$435K +4,734 +22%
KCPG
630
Kavar Capital Partners Group
Kansas
$2.38M -$91.8K -1,000 -4%
FMTCOCP
631
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.38M +$71.7K +781 +3%
CS
632
Capital Square
Tennessee
$2.37M +$14.7K +159 +0.6%
MG
633
Mather Group
Illinois
$2.37M +$286K +3,112 +14%
AAMA
634
Advanced Asset Management Advisors
Ohio
$2.37M – – –
ONST
635
Old North State Trust
North Carolina
$2.37M +$70.9K +772 +3%
PWM
636
Perigon Wealth Management
California
$2.36M +$17.4K +190 +0.7%
MBTD
637
Mechanics Bank - Trust Department
California
$2.36M -$94.5K -1,029 -4%
AMBIA
638
Allen Mooney & Barnes Investment Advisors
Georgia
$2.35M -$826 -9 -0%
KPPF
639
Klein Pavlis & Peasley Financial
California
$2.35M +$2.35M +25,611 New
FB
640
Fulton Bank
Pennsylvania
$2.35M -$372K -4,046 -14%
PTC
641
Private Trust Company
Ohio
$2.35M -$72.7K -792 -3%
HI
642
Harbour Investments
Wisconsin
$2.34M +$193K +2,100 +9%
GI
643
GAMMA Investing
California
$2.34M +$388K +4,226 +20%
IWM
644
IHT Wealth Management
Illinois
$2.33M -$71.1K -774 -3%
AWP
645
Ascent Wealth Partners
New York
$2.33M +$12.8K +139 +0.6%
PI
646
PFG Investments
New York
$2.32M -$149K -1,625 -6%
SCM
647
Sterling Capital Management
North Carolina
$2.31M +$1.99M +21,716 +629%
RCA
648
Ranch Capital Advisors
Florida
$2.31M +$163K +1,777 +8%
CW
649
CreativeOne Wealth
Kansas
$2.3M +$237K +2,583 +12%
BHCM
650
Brevan Howard Capital Management
Jersey
$2.3M +$2.3M +25,010 New
24 25
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