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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 %
WSC
776
Wellington Shields & Co
New York
$1.58M -$9.18K -100 -0.6%
RFG
777
RFP Financial Group
Georgia
$1.57M -$69.5K -757 -4%
GG
778
Gleason Group
Kentucky
$1.57M +$13K +142 +0.8%
CC
779
Constitution Capital
Connecticut
$1.57M +$375K +4,080 +31%
DT
780
Diversified Trust
Tennessee
$1.57M -$863K -9,398 -36%
AAIM
781
Asset Advisors Investment Management
Georgia
$1.57M – – –
BA
782
Bristlecone Advisors
Washington
$1.56M -$47.8K -521 -3%
NSEDCP
783
NJ State Employees Deferred Compensation Plan
New Jersey
$1.56M – – –
STA
784
Smith Thornton Advisors
Alabama
$1.56M -$83.3K -907 -5%
TCM
785
Twin Capital Management
Pennsylvania
$1.56M -$24.2K -263 -2%
JWBC
786
J.W. Burns & Co
New York
$1.55M -$34.4K -375 -2%
SLI
787
Sumitomo Life Insurance
Japan
$1.55M -$105K -1,141 -6%
BRWA
788
B. Riley Wealth Advisors
Florida
$1.54M +$1.54M +16,764 New
AF
789
AGP Franklin
Tennessee
$1.54M +$1.14M +12,435 +290%
ATPW
790
Ashton Thomas Private Wealth
Arizona
$1.53M -$118K -1,287 -7%
XF
791
XML Financial
Maryland
$1.52M +$54.2K +590 +4%
DCM
792
Driehaus Capital Management
Illinois
$1.52M +$564K +6,146 +59%
TG
793
TCW Group
California
$1.52M +$31.7K +345 +2%
CPIA
794
Cornell Pochily Investment Advisors
New York
$1.52M -$73.6K -801 -5%
MWM
795
Maridea Wealth Management
New York
$1.51M +$1.51M +16,440 New
FFN
796
Focus Financial Network
Minnesota
$1.51M +$47.9K +522 +3%
IIM
797
Ipswich Investment Management
Massachusetts
$1.51M – – –
GIC
798
Generali Investments CEE
Czech Republic
$1.51M – – –
EWM
799
EPG Wealth Management
Georgia
$1.46M -$128K -1,391 -8%
CA
800
CapWealth Advisors
Tennessee
$1.45M – – –
30 31
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