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Southern Company
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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 %
SAA
676
Southeast Asset Advisors
Georgia
$2.12M +$5.23K +57 +0.2%
QCG
677
Quadrant Capital Group
Ohio
$2.11M -$15.2K -166 -0.7%
WANY
678
Wealthspire Advisors (New York)
New York
$2.11M +$27.7K +302 +1%
OPA
679
Old Port Advisors
Maine
$2.1M -$542K -5,902 -20%
EL
680
Essex LLC
Illinois
$2.09M -$57.7K -628 -3%
QI
681
Qtron Investments
Massachusetts
$2.07M -$138K -1,504 -6%
Bessemer Group
682
Bessemer Group
New Jersey
$2.07M -$163K -1,780 -7%
WS
683
Wedbush Securities
California
$2.06M +$64K +697 +3%
CM
684
Columbus Macro
Pennsylvania
$2.04M +$11.3K +123 +0.6%
SFS
685
Sowell Financial Services
Arkansas
$2.03M -$9.09K -99 -0.4%
VCA
686
Verdence Capital Advisors
Maryland
$2.02M -$190K -2,068 -9%
PGF
687
Plan Group Financial
Oklahoma
$2.02M +$213K +2,317 +12%
Baillie Gifford & Co
688
Baillie Gifford & Co
United Kingdom
$2.02M -$245K -2,667 -11%
HWA
689
HHM Wealth Advisors
Tennessee
$2.01M -$46.8K -510 -2%
AssetMark Inc
690
AssetMark Inc
California
$2M +$279K +3,040 +16%
CK
691
Cohen Klingenstein
New York
$2M – – –
PS
692
Principal Securities
Iowa
$2M -$264K -2,878 -12%
TPCW
693
TD Private Client Wealth
New York
$2M -$528K -5,748 -21%
Koshinski Asset Management
694
Koshinski Asset Management
Illinois
$1.99M +$308K +3,357 +18%
FPAS
695
Focus Partners Advisor Solutions
Missouri
$1.99M -$945K -10,291 -32%
LA
696
LVW Advisors
New York
$1.99M +$183K +1,990 +10%
HH
697
Hilltop Holdings
Texas
$1.98M +$338K +3,684 +21%
NB
698
NBT Bank
New York
$1.97M -$87.4K -952 -4%
VVP
699
Venture Visionary Partners
Ohio
$1.97M +$136K +1,476 +7%
GIA
700
Gladstone Institutional Advisory
Florida
$1.96M -$145K -1,584 -7%
26 27
28
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