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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
Capital World Investors
California
$733M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.33B
3
BlackRock
BlackRock
New York
$8.01B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.61B
5
SCP
Soroban Capital Partners
New York
$376M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.27B
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$43.5M
3
Franklin Resources
Franklin Resources
California
$1.29B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$86.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.87B
Name Holding Trade Value Shares
Change 		Shares
Change %
FNB
826
Farmers National Bank
Kentucky
$1.35M -$79.2K -863 -6%
LGA
827
Lebenthal Global Advisors
New York
$1.35M +$10.9K +119 +0.8%
SCM
828
Spreng Capital Management
Ohio
$1.34M – – –
VA
829
Valmark Advisers
Ohio
$1.34M +$176K +1,922 +15%
NC
830
NovaPoint Capital
Georgia
$1.34M +$57.9K +631 +5%
GEA
831
Glen Eagle Advisors
New Jersey
$1.33M -$14.6K -159 -1%
ACS
832
Archford Capital Strategies
Illinois
$1.33M +$82.3K +896 +7%
IAIM
833
International Assets Investment Management
Florida
$1.33M -$139K -1,515 -9%
RCM
834
Raleigh Capital Management
North Carolina
$1.33M -$287K -3,123 -18%
PTC
835
Philadelphia Trust Company
Pennsylvania
$1.33M – – –
DG
836
DMC Group
Alabama
$1.32M -$6.34K -69 -0.5%
FMTC
837
Farmers & Merchants Trust Company
California
$1.32M +$9.55K +104 +0.7%
NW
838
NewEdge Wealth
Pennsylvania
$1.32M +$1.32M +13,801 New
CCG
839
Chatham Capital Group
Georgia
$1.31M – – –
MYAM
840
Meiji Yasuda Asset Management
Japan
$1.31M -$1.16M -12,578 -47%
CAM
841
Cresset Asset Management
Illinois
$1.31M +$73.2K +797 +6%
EWA
842
Exencial Wealth Advisors
Oklahoma
$1.3M +$504K +5,492 +63%
CFS
843
Cannon Financial Strategists
Georgia
$1.3M +$15K +163 +1%
BJL
844
Brighton Jones LLC
Washington
$1.3M +$45.5K +496 +4%
TT
845
TI-Trust
Illinois
$1.3M – – –
ATC
846
Adirondack Trust Company
New York
$1.3M -$91.3K -994 -7%
KWM
847
Kiker Wealth Management
Georgia
$1.3M +$735 +8 +0.1%
FLPIM
848
F.L. Putnam Investment Management
Massachusetts
$1.29M -$40.4K -440 -3%
PA
849
Parallel Advisors
California
$1.29M +$73.5K +800 +6%
RPCONE
850
Retirement Planning Company of New England
Rhode Island
$1.29M -$4.5K -49 -0.3%
32 33
34
35 36