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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 %
DWM
1126
Dogwood Wealth Management
Kansas
$693K -$41.2K -451 -6%
TC
1127
TFR Capital
Texas
$690K +$78.1K +851 +13%
SA
1128
Skyline Advisors
Washington
$689K – – –
TW
1129
TritonPoint Wealth
Maryland
$687K +$19K +207 +3%
ECM
1130
Evergreen Capital Management
Washington
$687K +$54.7K +596 +9%
PWPS
1131
Pinnacle Wealth Planning Services
Ohio
$686K +$144K +1,566 +27%
FAIM
1132
Financial Advocates Investment Management
Washington
$685K -$209K -2,279 -23%
GAMC
1133
Garner Asset Management Corp
Texas
$685K -$199K -2,168 -23%
BAAM
1134
Baker Avenue Asset Management
California
$683K +$94.1K +1,025 +16%
VFA
1135
Values First Advisors
Tennessee
$682K +$60.3K +657 +10%
UFF
1136
USA Financial Formulas
Michigan
$680K +$680K +7,403 New
CFB
1137
Cullen/Frost Bankers
Texas
$679K -$57.1K -622 -8%
CT
1138
Clearstead Trust
Maine
$678K +$19.3K +210 +3%
WFA
1139
WMG Financial Advisors
Tennessee
$678K +$3.03K +33 +0.4%
BFG
1140
Beacon Financial Group
Texas
$677K -$72.2K -786 -10%
FCAS
1141
First Command Advisory Services
Texas
$675K -$2.76K -30 -0.4%
FFP
1142
FourThought Financial Partners
Florida
$674K -$20.8K -226 -3%
BP
1143
Ballentine Partners
Massachusetts
$674K +$41.6K +453 +7%
WMWM
1144
Wilkins Miller Wealth Management
Alabama
$673K -$4.78K -52 -0.7%
AHL
1145
Abel Hall LLC
Louisiana
$672K -$7.81K -85 -1%
TCWA
1146
Turtle Creek Wealth Advisors
Texas
$670K +$670K +7,292 New
BAM
1147
Beaumont Asset Management
Texas
$669K -$918 -10 -0.1%
SC
1148
Searle & Co
Connecticut
$666K -$91.8K -1,000 -12%
EW
1149
Element Wealth
Mississippi
$666K -$64.6K -703 -9%
DJYG
1150
David J. Yvars Group
Florida
$665K +$367 +4 +0.1%
44 45
46
47 48