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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 %
FRA
726
Frank Rimerman Advisors
California
$1.84M +$152K +1,652 +9%
RWM
727
Ritholtz Wealth Management
New York
$1.84M +$281K +3,065 +18%
CIC
728
Canal Insurance Company
South Carolina
$1.84M – – –
RIA
729
Regal Investment Advisors
Michigan
$1.83M -$101K -1,105 -5%
BCA
730
Bay Colony Advisors
Massachusetts
$1.83M -$802K -8,738 -30%
GLA
731
Good Life Advisors
Pennsylvania
$1.83M +$30.9K +337 +2%
VFA
732
Valeo Financial Advisors
Indiana
$1.82M +$203K +2,210 +13%
BMA
733
Brooks Moore & Associates
Tennessee
$1.81M +$37.8K +400 +2%
AWA
734
Adapt Wealth Advisors
Georgia
$1.81M +$113K +1,230 +7%
AAS
735
Ameritas Advisory Services
Nebraska
$1.79M +$231K +2,511 +15%
SMC
736
Smith, Moore & Co
Missouri
$1.79M -$130K -1,420 -7%
DCM
737
Donaldson Capital Management
Indiana
$1.79M -$38.2K -416 -2%
AWM
738
Accurate Wealth Management
Florida
$1.79M +$36.2K +388 +2%
BOH
739
Bank of Hawaii
Hawaii
$1.77M -$792K -8,623 -31%
BG
740
Bahl & Gaynor
Ohio
$1.77M +$51.5K +561 +3%
LI
741
LVZ Inc
Michigan
$1.76M +$34.7K +378 +2%
WPC
742
Wedmont Private Capital
Pennsylvania
$1.76M +$187K +2,031 +12%
NP
743
NorthRock Partners
Minnesota
$1.75M -$19.6K -214 -1%
RFA
744
Rollins Financial Advisors
New York
$1.75M +$49.1K +535 +3%
BIG
745
Brooklyn Investment Group
New York
$1.75M +$382K +4,155 +28%
CCM
746
Cohen Capital Management
California
$1.74M – – –
RDWM
747
Red Door Wealth Management
Tennessee
$1.72M +$373K +4,066 +28%
Aviva
748
Aviva
United Kingdom
$1.72M +$70.8K +771 +4%
WSFS
749
Wilmington Savings Fund Society
Delaware
$1.72M +$46.2K +503 +3%
CWMG
750
Compass Wealth Management (Georgia)
Georgia
$1.71M +$1.71M +18,645 New
28 29
30
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