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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 %
CL
1201
CVFG LLC
Indiana
$601K – – –
CAM
1202
Congress Asset Management
Massachusetts
$600K -$29.8K -325 -5%
BWG
1203
Beta Wealth Group
California
$599K -$8.91K -97 -1%
IF
1204
Intrua Financial
Texas
$599K +$56.4K +614 +10%
CWP
1205
Cyndeo Wealth Partners
Florida
$598K -$3.31K -36 -0.5%
APA
1206
Astoria Portfolio Advisors
New York
$595K -$17.7K -186 -3%
LBC
1207
Lowe Brockenbrough & Co
Virginia
$594K – – –
CCA
1208
Childress Capital Advisors
Texas
$594K +$95.3K +1,038 +19%
TWM
1209
Thrive Wealth Management
Pennsylvania
$593K +$29.6K +322 +5%
RWA
1210
River Wealth Advisors
Pennsylvania
$593K -$3.86K -42 -0.6%
SSC
1211
Syverson Strege & Co
Iowa
$589K +$192K +2,092 +48%
MHIC
1212
Marble Harbor Investment Counsel
Massachusetts
$587K – – –
CWM
1213
Cordatus Wealth Management
Pennsylvania
$585K -$3.3K -36 -0.6%
MFWP
1214
Mosaic Family Wealth Partners
Missouri
$584K -$16.4K -179 -3%
TFS
1215
Thoroughbred Financial Services
Tennessee
$583K -$358K -3,903 -38%
JF
1216
Jump Financial
Illinois
$583K -$1.03M -11,233 -64%
SWA
1217
Strategies Wealth Advisors
Michigan
$582K +$184 +2 +0%
HR
1218
Howe & Rusling
New York
$581K +$14.4K +157 +3%
MWM
1219
Mindset Wealth Management
Indiana
$581K +$89K +969 +18%
MCP
1220
Mirador Capital Partners
California
$580K +$34.5K +376 +6%
BAM
1221
Broyhill Asset Management
North Carolina
$580K – – –
SWA
1222
SFMG Wealth Advisors
Texas
$579K -$38.5K -419 -6%
BWS
1223
BCR Wealth Strategies
Alabama
$577K +$642 +7 +0.1%
TTWM
1224
TCV Trust & Wealth Management
Virginia
$576K -$14.3K -156 -2%
3IP
1225
3Chopt Investment Partners
Virginia
$575K +$20.7K +225 +4%
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