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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
28.79%
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
+$494M
3
BlackRock
BlackRock
New York
+$259M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$244M
5
SCP
Soroban Capital Partners
New York
+$172M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$393M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$156M
3
Franklin Resources
Franklin Resources
California
-$85.4M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$78.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$77.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
876
Sheets Smith Wealth Management
North Carolina
$1.22M +$4.13K +45 +0.3%
CCA
877
Checchi Capital Advisers
California
$1.22M -$65.5K -713 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
878
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.22M +$62.1K +676 +5%
UBV
879
United Bank (Virginia)
Virginia
$1.21M – – –
PCG
880
Prosperity Consulting Group
Maryland
$1.2M +$28K +305 +2%
MYLI
881
Meiji Yasuda Life Insurance
Japan
$1.2M -$59.2K -645 -5%
OFS
882
OneAscent Financial Services
Alabama
$1.19M -$836K -9,083 -41%
JFG
883
Jefferies Financial Group
New York
$1.19M -$27.6M -300,232 -96%
FSA
884
Financial Security Advisor
Virginia
$1.19M +$59K +643 +5%
GC
885
Grimes & Company
Massachusetts
$1.19M -$7.53K -82 -0.6%
WFS
886
Widmann Financial Services
Maryland
$1.18M +$90.3K +983 +8%
API
887
Asset Planning Inc
California
$1.18M +$367 +4 +0%
SFI
888
SPC Financial Inc
Maryland
$1.17M +$7.35K +80 +0.6%
AAF
889
Andra AP-fonden
Sweden
$1.17M -$17.8M -194,100 -94%
FCB
890
First County Bank
Connecticut
$1.17M -$103K -1,120 -8%
AFCM
891
Applied Finance Capital Management
Puerto Rico
$1.17M +$1.17M +12,696 New
KFGK
892
Keystone Financial Group (Kentucky)
Kentucky
$1.16M +$1.56K +17 +0.1%
NAAA
893
New Age Alpha Advisors
New York
$1.15M -$215K -2,343 -16%
RP
894
Rowlandmiller & Partners
Georgia
$1.15M +$3.21K +35 +0.3%
SA
895
SRH Advisors
Kansas
$1.15M – – –
BFS
896
Bard Financial Services
Connecticut
$1.15M – – –
IA
897
IFP Advisors
Florida
$1.15M -$39.2K -418 -3%
BB
898
Busey Bank
Illinois
$1.15M +$60.5K +659 +6%
WFI
899
West Family Investments
California
$1.14M +$201K +2,187 +21%
SWM
900
Spire Wealth Management
Virginia
$1.14M -$118K -1,291 -9%
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36
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