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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 %
RCAG
976
Rehmann Capital Advisory Group
Michigan
$964K +$57K +621 +6%
MWM
977
Modera Wealth Management
New Jersey
$962K -$26.4K -287 -3%
Members Trust
978
Members Trust
Florida
$955K -$16.5K -180 -2%
AF
979
Advisornet Financial
Minnesota
$954K +$79.6K +867 +9%
BFIC
980
Bedell Frazier Investment Counselling
California
$953K – – –
AG
981
Ascent Group
Virginia
$950K +$58.8K +640 +7%
SQA
982
Simon Quick Advisors
New Jersey
$948K +$334K +3,640 +54%
FMB
983
Field & Main Bank
Kentucky
$946K -$18.8K -205 -2%
MIM
984
Marco Investment Management
Georgia
$940K +$10.4K +113 +1%
SFG
985
Sunburst Financial Group
Alabama
$939K -$1.56K -17 -0.2%
BMCM
986
Bryn Mawr Capital Management
Pennsylvania
$937K +$61.4K +669 +7%
AWA
987
Acorn Wealth Advisors
Michigan
$937K +$5.6K +61 +0.6%
LOAMS
988
Lombard Odier Asset Management (Switzerland)
Switzerland
$932K – – –
IPAM
989
Investment Partners Asset Management
New Jersey
$931K +$184 +2 +0%
BFS
990
Bradley Foster & Sargent
Connecticut
$928K -$1.47K -16 -0.2%
HTC
991
Haverford Trust Company
Pennsylvania
$928K -$1.84K -20 -0.2%
KWM
992
Kingsman Wealth Management
Florida
$927K -$1.75K -19 -0.2%
MMM
993
Mendel Money Management
Illinois
$926K -$9.18K -100 -1%
RC
994
Roundview Capital
New Jersey
$919K +$14.7K +160 +2%
GL
995
Graypoint LLC
New York
$915K +$63.5K +691 +7%
PT
996
Plimoth Trust
Massachusetts
$914K -$5.51K -60 -0.6%
WDC
997
Woodward Diversified Capital
California
$912K +$404K +4,397 +79%
TWP
998
Triad Wealth Partners
Kansas
$909K +$130K +1,419 +17%
HFBOT
999
Home Federal Bank of Tennessee
Tennessee
$908K – – –
CA
1000
CoreCap Advisors
Michigan
$908K -$11.1K -121 -1%
38 39
40
41 42