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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 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
-26
Holders Change %
-1.2%
% of All Funds
28.78%
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
117
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 %
HBT
926
Hills Bank & Trust
Iowa
$1.06M – – –
MCA
927
Magnolia Capital Advisors
Mississippi
$1.06M +$19.4K +211 +2%
HIP
928
HUB Investment Partners
Texas
$1.06M +$146K +1,588 +16%
Caisse de Depot et Placement du Quebec (CDPQ)
929
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.06M -$29.5M -320,728 -97%
SMA
930
Sage Mountain Advisors
Georgia
$1.05M +$215K +2,336 +26%
SW
931
SVB Wealth
Massachusetts
$1.05M +$1.05M +11,471 New
NIM
932
Nicollet Investment Management
Minnesota
$1.05M – – –
CAM
933
Columbia Asset Management
Michigan
$1.05M +$367 +4 +0%
BC
934
Burney Company
Virginia
$1.05M +$13.4K +146 +1%
NPF
935
Norris Perne & French
Michigan
$1.05M -$276 -3 -0%
LCM
936
Leisure Capital Management
California
$1.05M +$9.09K +99 +0.9%
KAS
937
KPP Advisory Services
Kentucky
$1.05M +$10.7K +117 +1%
NL
938
NWAM LLC
Washington
$1.04M +$3.13K +33 +0.3%
1IA
939
1620 Investment Advisors
Massachusetts
$1.04M +$8.72K +95 +0.8%
CCA
940
Cobblestone Capital Advisors
New York
$1.04M +$24.8K +270 +2%
CST
941
Charles Schwab Trust
Nevada
$1.03M +$701K +7,633 +211%
HAS
942
HBW Advisory Services
California
$1.03M +$129K +1,403 +14%
AS
943
Altshuler Shaham
Israel
$1.03M +$659K +7,178 +179%
AAM
944
AMI Asset Management
California
$1.03M -$6.7K -73 -0.6%
EFA
945
Edge Financial Advisors
Illinois
$1.02M +$85.1K +926 +9%
AC
946
Apella Capital
Connecticut
$1.02M +$9.17K +100 +0.9%
SIS
947
Sound Income Strategies
Florida
$1.02M +$724K +7,887 +244%
BIG
948
Bush Investment Group
Georgia
$1.02M -$59.7K -650 -6%
RMC
949
Resources Management Corp
Connecticut
$1.02M -$13.8K -150 -1%
BW
950
BIP Wealth
Georgia
$1.01M -$86.3K -940 -8%
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