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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 %
SIMG
1101
Sonora Investment Management Group
Arizona
$730K +$28.2K +307 +4%
WDG
1102
Wealth Dimensions Group
Ohio
$729K +$23K +251 +3%
AC
1103
AlphaCore Capital
California
$722K +$60.1K +654 +9%
ACM
1104
Allred Capital Management
Texas
$722K -$57.8K -629 -7%
WOSD
1105
WFA of San Diego
California
$722K +$722K +7,860 New
FFM
1106
Fullerton Fund Management
Singapore
$721K -$605K -6,592 -46%
SF
1107
SageOak Financial
Oklahoma
$720K – – –
CWM
1108
Chesapeake Wealth Management
Virginia
$716K +$425K +4,628 +146%
V
1109
ViaWealth
Kansas
$714K -$89K -969 -11%
PIA
1110
Pinion Investment Advisors
Kansas
$713K +$7.16K +78 +1%
FA
1111
Faithward Advisors
Pennsylvania
$711K -$24.1K -262 -3%
PSFG
1112
Prairie Sky Financial Group
Illinois
$711K – – –
MAM
1113
McLean Asset Management
Virginia
$710K +$5.93K +65 +0.8%
SWMG
1114
Sard Wealth Management Group
Georgia
$707K +$5.51K +60 +0.8%
NFG
1115
Nations Financial Group
Iowa
$705K +$153K +1,665 +28%
PMG
1116
ProVise Management Group
Florida
$704K -$8.45K -92 -1%
DWT
1117
Dorsey & Whitney Trust
South Dakota
$703K -$29.3K -319 -4%
T. Rowe Price Investment Management
1118
T. Rowe Price Investment Management
Maryland
$701K +$272K +2,954 +63%
TWM
1119
Tradition Wealth Management
Minnesota
$698K +$47.4K +516 +7%
EB
1120
Eastern Bank
Massachusetts
$697K -$12K -131 -2%
MGIA
1121
Moneta Group Investment Advisors
Missouri
$697K +$94.5K +1,029 +16%
BBNB
1122
Baker Boyer National Bank
Washington
$696K -$10K -109 -1%
NAG
1123
Northstar Advisory Group
New Jersey
$696K -$12.4K -135 -2%
MEAC
1124
M.E. Allison & Co
Texas
$696K +$167K +1,818 +32%
WT
1125
Washington Trust
Rhode Island
$694K +$367K +4,000 +112%
43 44
45
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