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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 %
RWI
1251
Red Wave Investments
Pennsylvania
$552K +$3.03K +33 +0.6%
WFAG
1252
Worth Financial Advisory Group
North Carolina
$551K +$181K +1,970 +49%
QIM
1253
Quantitative Investment Management
Virginia
$550K +$550K +5,994 New
LFS
1254
Legacy Financial Strategies
Kansas
$549K -$1.75K -19 -0.3%
VFP
1255
Verus Financial Partners
Virginia
$547K – – –
AF
1256
Apexium Financial
Texas
$547K +$30.7K +334 +6%
CGL
1257
Clarius Group LLC
Washington
$543K -$53.9K -587 -9%
FBT
1258
First Bankers Trust
Kentucky
$542K +$26.6K +290 +5%
KFA
1259
Kapstone Financial Advisors
Ohio
$540K – – –
WWM
1260
Wiser Wealth Management
Georgia
$540K -$675K -7,356 -56%
SC
1261
Schulhoff & Co
Ohio
$540K – – –
IC
1262
Iconiq Capital
California
$539K +$182K +1,979 +51%
OFS
1263
OMC Financial Services
New York
$539K – – –
ACP
1264
Arcus Capital Partners
Georgia
$538K -$11.8K -129 -2%
DI
1265
Diligent Investors
California
$538K +$367 +4 +0.1%
KWM
1266
Keebeck Wealth Management
Illinois
$538K +$42.9K +467 +9%
CSI
1267
Cross Staff Investments
New York
$536K – – –
OIA
1268
Optimum Investment Advisors
Illinois
$536K – – –
ORC
1269
O'Rourke & Company
Massachusetts
$531K +$551 +6 +0.1%
KIA
1270
Knollwood Investment Advisory
Maryland
$530K – – –
AAG
1271
Armstrong Advisory Group
Massachusetts
$530K +$643 +7 +0.1%
TC
1272
TownSquare Capital
Utah
$529K -$2.35M -25,598 -82%
BHWM
1273
Bar Harbor Wealth Management
New Hampshire
$529K -$4.59K -50 -0.9%
HPBT
1274
Hickory Point Bank & Trust
Illinois
$527K – – –
ACM
1275
AlphaStar Capital Management
North Carolina
$525K +$525K +5,720 New
49 50
51
52 53