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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 %
GWANC
851
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.29M +$125K +1,358 +11%
DAS
852
Diversify Advisory Services
Utah
$1.28M +$169K +1,800 +15%
CCB
853
Country Club Bank
Missouri
$1.28M +$116K +1,280 +10%
KA
854
Kovack Advisors
Florida
$1.28M -$10.6K -115 -0.8%
SWM
855
Sculati Wealth Management
Michigan
$1.28M -$51.9K -565 -4%
AWM
856
Aprio Wealth Management
Georgia
$1.28M -$5.33K -58 -0.4%
DA
857
Detalus Advisors
Missouri
$1.28M -$3.86K -42 -0.3%
BCP
858
Berkeley Capital Partners
Georgia
$1.28M -$13.5K -147 -1%
PCS
859
Personal CFO Solutions
New Jersey
$1.28M +$3.21K +35 +0.3%
JTWM
860
Jackson Thornton Wealth Management
Alabama
$1.28M +$3.92K +43 +0.3%
MFIM
861
Mesirow Financial Investment Management
Illinois
$1.27M +$30.2K +329 +2%
DAM
862
Delta Asset Management
Tennessee
$1.27M -$62.7K -683 -5%
SFS
863
Stiles Financial Services
Minnesota
$1.27M +$95.3K +1,038 +8%
WB
864
West Bancorporation
Iowa
$1.27M – – –
BTC
865
Bank & Trust Company
Illinois
$1.26M -$7.35K -80 -0.6%
EFMC
866
Empire Financial Management Company
New York
$1.26M – – –
FWM
867
ForthRight Wealth Management
Georgia
$1.25M -$24K -261 -2%
BFC
868
Blue Fin Capital
Rhode Island
$1.25M +$1.25M +13,588 New
MSS
869
Mitchell Sinkler & Starr
Pennsylvania
$1.24M -$73.5K -800 -6%
FMII
870
Farmers & Merchants Investments Inc
Nebraska
$1.24M -$51.3K -559 -4%
MWM
871
Mission Wealth Management
California
$1.23M -$40.1K -437 -3%
CFA
872
CWS Financial Advisors
Michigan
$1.23M +$134K +1,458 +12%
FCP
873
Fidelis Capital Partners
Florida
$1.23M +$55.6K +587 +5%
BIM
874
Baldwin Investment Management
Pennsylvania
$1.22M -$11.9K -130 -1%
GWMR
875
GC Wealth Management RIA
Massachusetts
$1.22M +$988K +10,762 +426%
33 34
35
36 37