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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 %
BA
1276
Ballew Advisors
Mississippi
$525K +$732 +8 +0.1%
M
1277
MOTCO
Texas
$525K -$16.5K -175 -3%
ALAM
1278
Asahi Life Asset Management
Japan
$524K +$11K +120 +2%
VIPI
1279
Vista Investment Partners II
Indiana
$523K +$10K +109 +2%
MNBTD
1280
Moody National Bank Trust Division
Texas
$521K – – –
BST
1281
Bath Savings Trust
Maine
$521K -$138K -1,500 -21%
LFA
1282
Legacy Financial Advisors
Kentucky
$520K +$21.9K +238 +4%
TWA
1283
TCI Wealth Advisors
Arizona
$519K +$112K +1,220 +28%
FOFP
1284
Fee-Only Financial Planning
South Carolina
$519K – – –
AT
1285
Arlington Trust
Alabama
$518K -$28.2K -307 -5%
IEFM
1286
IQ EQ Fund Management
Ireland
$517K – – –
IRC
1287
Investors Research Corp
Georgia
$516K +$492K +5,353 +1,983%
RSWM
1288
Robertson Stephens Wealth Management
California
$516K -$283K -3,082 -35%
SWA
1289
Stratos Wealth Advisors
Ohio
$515K -$1.65K -18 -0.3%
HFM
1290
Hartford Financial Management
Connecticut
$514K -$2.44M -26,600 -83%
SCM
1291
SCS Capital Management
Massachusetts
$514K – – –
TGAM
1292
TBH Global Asset Management
Tennessee
$513K -$3.03K -33 -0.6%
AB
1293
Atlas Brown
Kentucky
$510K -$57.2K -623 -10%
GWSG
1294
GPS Wealth Strategies Group
Colorado
$509K -$4.32K -47 -0.8%
1SB
1295
1ST Source Bank
Indiana
$507K +$126K +1,368 +33%
IWA
1296
IVC Wealth Advisors
Pennsylvania
$505K -$19.5K -212 -4%
NAS
1297
Nicolet Advisory Services
Wisconsin
$505K +$9.69K +102 +2%
Acadian Asset Management
1298
Acadian Asset Management
Massachusetts
$504K +$421K +4,619 +508%
DLHL
1299
Donald L. Hagan LLC
Florida
$504K -$92 -1 -0%
DA
1300
Doliver Advisors
Texas
$503K -$9.18K -100 -2%
50 51
52
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