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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 %
AAIM
651
American Assets Investment Management
California
$2.3M – – –
MAS
652
Meeder Advisory Services
Ohio
$2.29M +$222K +2,417 +11%
LTAS
653
Linden Thomas Advisory Services
North Carolina
$2.28M +$95.9K +1,044 +4%
STA
654
Summit Trail Advisors
New York
$2.28M +$2.28M +24,790 New
BBHC
655
Brown Brothers Harriman & Co
New York
$2.25M +$255K +2,780 +13%
SC
656
Stolper & Co
Oklahoma
$2.25M -$15.2K -165 -0.7%
ZIC
657
ZWJ Investment Counsel
Georgia
$2.24M +$123K +1,340 +6%
BNP Paribas Asset Management
658
BNP Paribas Asset Management
France
$2.24M -$238K -2,587 -10%
MSA
659
MUFG Securities Americas
New York
$2.24M +$294K +3,201 +15%
IJWM
660
Inman Jager Wealth Management
Mississippi
$2.22M +$44.5K +485 +2%
CI Investments Inc
661
CI Investments Inc
Ontario, Canada
$2.21M +$66.3K +722 +3%
CIA
662
Cape Investment Advisory
Georgia
$2.21M +$52.8K +575 +2%
AUB
663
Atlantic Union Bankshares
Virginia
$2.18M +$1.41M +15,396 +184%
SEEDPG
664
S.E.E.D. Planning Group
New York
$2.18M -$13.2K -144 -0.6%
DLCIG
665
D.L. Carlson Investment Group
New Hampshire
$2.17M +$84.1K +916 +4%
TCOV
666
Trust Company of Vermont
Vermont
$2.17M +$127K +1,382 +6%
KWA
667
Kingswood Wealth Advisors
California
$2.17M +$115K +1,250 +6%
AP
668
Americana Partners
Texas
$2.16M -$4.79M -52,171 -69%
SFI
669
Siemens Fonds Invest
Germany
$2.15M -$50.8K -553 -2%
CNBTD
670
Citizens National Bank Trust Department
Mississippi
$2.15M -$5.05K -55 -0.2%
SAM
671
Smartleaf Asset Management
Massachusetts
$2.15M -$189K -2,074 -8%
BMSSC
672
B. Metzler seel. Sohn & Co
Germany
$2.15M -$3.53M -38,434 -62%
Nomura Holdings
673
Nomura Holdings
Japan
$2.14M -$1.92M -20,934 -47%
FUBT
674
First United Bank & Trust
Maryland
$2.13M +$117K +1,272 +6%
GT
675
Greenleaf Trust
Michigan
$2.12M -$618K -6,728 -23%
25 26
27
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