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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 %
HSA
1151
HBK Sorce Advisory
Pennsylvania
$664K -$1.1K -12 -0.2%
BIA
1152
Beacon Investment Advisors
Maryland
$663K +$7.18K +79 +1%
LFM
1153
LGT Fund Management
Liechtenstein
$661K -$105K -1,142 -14%
CSB
1154
City State Bank
Iowa
$658K -$1.84K -20 -0.3%
BWP
1155
Baldwin Wealth Partners
Massachusetts
$658K +$18.6K +202 +3%
DWM
1156
Destination Wealth Management
California
$657K +$7.53K +82 +1%
ACI
1157
Alpha Cubed Investments
California
$656K +$125K +1,366 +24%
BFG
1158
Berger Financial Group
Minnesota
$656K – – –
WG
1159
Winton Group
United Kingdom
$655K +$655K +7,130 New
AWP
1160
Atlas Wealth Partners
Pennsylvania
$654K -$3.21K -35 -0.5%
LIM
1161
Lathrop Investment Management
Arkansas
$654K – – –
GFG
1162
Goldstone Financial Group
Illinois
$654K +$67.5K +738 +12%
CTB
1163
Country Trust Bank
Illinois
$654K -$5.88K -64 -0.9%
RIA
1164
Richwood Investment Advisors
Ohio
$653K – – –
BOJHT
1165
Bank of Jackson Hole Trust
Wyoming
$652K +$85K +926 +15%
PAM
1166
Peninsula Asset Management
Florida
$651K – – –
SL
1167
Sentry LLC
Tennessee
$651K +$367 +4 +0.1%
AWM
1168
Abound Wealth Management
Tennessee
$651K +$2.94K +32 +0.5%
FBFS
1169
First Business Financial Services
Wisconsin
$647K – – –
FAM
1170
Formidable Asset Management
Ohio
$646K – – –
FSA
1171
Franklin Street Advisors
North Carolina
$646K -$37.2K -405 -5%
FDS
1172
First Dallas Securities
Texas
$645K – – –
GSWM
1173
Greenup Street Wealth Management
Michigan
$644K +$4.59K +50 +0.7%
SAM
1174
Summit Asset Management
Tennessee
$642K +$115K +1,249 +22%
USB
1175
Union Savings Bank
Connecticut
$642K – – –
45 46
47
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