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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 %
CWM
1351
Cornerstone Wealth Management
Missouri
$463K -$30.2K -329 -6%
SS
1352
Sunbelt Securities
Texas
$463K +$130K +1,582 +39%
AA
1353
Argent Advisors
Louisiana
$463K +$3.49K +38 +0.8%
CICI
1354
Capital Investment Counsel Inc
North Carolina
$463K – – –
WC
1355
Wynn Capital
Georgia
$462K -$459 -5 -0.1%
SWM
1356
Shepherd Wealth Management
Ohio
$462K -$20.5K -217 -4%
OLVIG
1357
Oliver Lagore Vanvalin Investment Group
Michigan
$462K +$462K +5,025 New
IPA
1358
Investment Planning Advisors
Georgia
$460K +$117K +1,276 +34%
CFIA
1359
Cantor Fitzgerald Investment Advisors
New York
$459K -$55.1K -600 -11%
RC
1360
Rithm Capital
New York
$459K – – –
HP
1361
Holistic Planning
Texas
$458K +$184 +2 +0%
GWA
1362
Gratus Wealth Advisors
Virginia
$457K -$94.6K -1,030 -17%
RA
1363
Rise Advisors
New York
$455K -$10.9K -119 -2%
FC
1364
Fusion Capital
South Carolina
$455K +$117K +1,278 +35%
CFG
1365
Cooper Financial Group
California
$455K +$89.7K +977 +25%
VC
1366
Veracity Capital
Georgia
$454K -$15.6K -170 -3%
BFIM
1367
Beese Fulmer Investment Management
Ohio
$453K +$4.78K +52 +1%
BONH
1368
Bank of New Hampshire
New Hampshire
$453K +$151K +1,639 +50%
WMA
1369
Wealth Management Associates
New Jersey
$452K +$11.9K +130 +3%
LDB
1370
Lee, Danner & Bass
Tennessee
$452K – – –
LAM
1371
L2 Asset Management
Massachusetts
$450K +$26.2K +285 +6%
BAM
1372
Blueshift Asset Management
New Jersey
$449K +$449K +4,892 New
CCG
1373
Cypress Capital Group
Florida
$448K -$38.3K -417 -8%
GPW
1374
Gentry Private Wealth
Kansas
$448K +$2.66K +29 +0.6%
CIM
1375
CIM Investment Management
Pennsylvania
$445K -$1.84K -20 -0.4%
53 54
55
56 57