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Southern Company
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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 %
CBOR
1051
Community Bank of Raymore
Missouri
$822K – – –
VAM
1052
Verity Asset Management
North Carolina
$819K -$853K -9,290 -51%
MFC
1053
Mechanics Financial Corp
Ohio
$818K +$9.18K +100 +1%
AA
1054
ALPS Advisors
Colorado
$818K +$451K +4,911 +123%
PA
1055
Procyon Advisors
Connecticut
$817K -$87.5K -953 -10%
SJIM
1056
St. Johns Investment Management
Florida
$814K -$7.16K -78 -0.9%
IIL
1057
Insight Inv LLC
California
$812K -$17K -185 -2%
BL
1058
Balentine LLC
Georgia
$812K -$89.1K -970 -10%
WA
1059
Wealth Alliance
New York
$811K -$170K -1,856 -17%
IB
1060
Intrust Bank
Kansas
$810K -$70.7K -770 -8%
WHC
1061
Wulff, Hansen & Co
California
$808K – – –
YCG
1062
Yeomans Consulting Group
Georgia
$808K -$42K -455 -5%
KMWM
1063
Keudell/Morrison Wealth Management
Oregon
$806K -$115K -1,251 -12%
CPA
1064
Court Place Advisors
Maryland
$806K – – –
JSL
1065
JT Stratford LLC
Georgia
$805K +$15K +163 +2%
HCM
1066
Howard Capital Management
Georgia
$801K +$181K +1,966 +29%
KIG
1067
Kennedy Investment Group
New Jersey
$801K +$2.57K +28 +0.3%
VCP
1068
Vista Capital Partners
Oregon
$800K +$4.04K +44 +0.5%
OL
1069
one8zero8 LLC
North Carolina
$799K +$735 +8 +0.1%
FNC
1070
First National Corp
Massachusetts
$799K – – –
HCMG
1071
Howard Capital Management Group
California
$799K – – –
CAC
1072
Certified Advisory Corp
Florida
$798K +$367 +4 +0%
SDAM
1073
Shulman DeMeo Asset Management
New York
$785K -$32.8K -357 -4%
GCM
1074
Gables Capital Management
Florida
$784K -$32.5K -354 -4%
SC
1075
Syon Capital
California
$782K +$204K +2,219 +35%
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