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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 %
MCA
701
MSH Capital Advisors
Arizona
$1.96M +$27.5K +300 +1%
RFN
702
RDA Financial Network
Iowa
$1.96M +$38.9K +424 +2%
NS
703
NBC Securities
Alabama
$1.95M +$39.7K +432 +2%
NAM
704
NTV Asset Management
West Virginia
$1.94M +$275 +3 +0%
CIAS
705
Capital Investment Advisory Services
North Carolina
$1.94M +$9.73K +106 +0.5%
BSB
706
Bangor Savings Bank
Maine
$1.94M +$64.7K +705 +3%
NWMG
707
Nicholson Wealth Management Group
South Carolina
$1.94M – – –
MWM
708
Modern Wealth Management
Kansas
$1.94M +$1.26M +13,716 +186%
PAM
709
Panagora Asset Management
Massachusetts
$1.94M -$5.29M -57,590 -73%
GRP
710
Global Retirement Partners
California
$1.93M +$1.93M +21,051 New
AIA
711
Armor Investment Advisors
North Carolina
$1.93M -$54.7K -596 -3%
AW
712
Alaethes Wealth
Nevada
$1.92M +$1.72M +18,702 +831%
PP
713
Patten & Patten
Tennessee
$1.92M -$7.9K -86 -0.4%
LWP
714
LMG Wealth Partners
Louisiana
$1.92M +$107K +1,165 +6%
BFA
715
Benedict Financial Advisors
Georgia
$1.9M +$826 +9 +0%
SYBT
716
Stock Yards Bank & Trust
Kentucky
$1.89M -$48.5K -528 -2%
EFG
717
Ethos Financial Group
Pennsylvania
$1.89M -$2.15M -23,382 -53%
LCM
718
Landscape Capital Management
New Jersey
$1.87M +$1.62M +17,659 +654%
FCCM
719
First City Capital Management
Georgia
$1.87M +$51.9K +565 +3%
PCM
720
Parsons Capital Management
Rhode Island
$1.87M +$45.9K +500 +3%
HVIA
721
Hudson Valley Investment Advisors
New York
$1.85M – – –
MAM
722
Mystic Asset Management
Rhode Island
$1.85M -$6.61K -72 -0.4%
LWA
723
Lineweaver Wealth Advisors
Ohio
$1.85M +$170K +1,849 +10%
WCM
724
Weaver Capital Management
Georgia
$1.84M -$21.9K -238 -1%
MAG
725
Mayfair Advisory Group
Alabama
$1.84M -$58K -612 -3%
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