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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
28.77%
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 %
AF
1376
Arrow Financial
New York
$445K +$445K +4,848 New
WQ
1377
Wealth Quarterback
New Jersey
$444K -$22.2K -242 -5%
CAWM
1378
Capital Advisors Wealth Management
Washington
$444K +$3.21K +35 +0.7%
MA
1379
MKT Advisors
California
$442K +$831 +9 +0.2%
CGH
1380
CMG Global Holdings
Texas
$439K – – –
OF
1381
Outfitter Financial
Maine
$439K +$213K +2,315 +94%
NFG
1382
Nadler Financial Group
Illinois
$438K – – –
MHR
1383
Matthew Hamilton Rosenberg
$438K -$20.4K -222 -4%
MGAM
1384
McGowan Group Asset Management
Texas
$437K +$184 +2 +0%
TP
1385
Tranquility Partners
Tennessee
$437K +$2.3K +25 +0.5%
UF
1386
Univest Financial
Pennsylvania
$436K – – –
RWS
1387
Resolute Wealth Strategies
Mississippi
$436K +$459 +5 +0.1%
OFO
1388
OneAscent Family Office
Alabama
$434K -$403K -4,391 -48%
BIM
1389
Bridges Investment Management
Nebraska
$434K +$3.4K +37 +0.8%
C
1390
Certuity
Florida
$433K -$21.2K -231 -5%
BRM
1391
Boston Research & Management
Massachusetts
$432K – – –
GGI
1392
Godsey & Gibb Inc
Virginia
$432K -$14.2K -155 -3%
AWE
1393
Avidian Wealth Enterprises
Texas
$431K +$9.73K +106 +2%
LIG
1394
Lokken Investment Group
Delaware
$431K -$24.2K -264 -5%
PPC
1395
Park Place Capital
Alabama
$431K +$63.9K +692 +17%
CAS
1396
Coppell Advisory Solutions
Texas
$431K +$33.5K +368 +8%
SPWG
1397
Syntegra Private Wealth Group
Missouri
$430K +$9.64K +105 +2%
CW
1398
Code Waechter
Florida
$428K +$137K +1,492 +47%
SAG
1399
SageView Advisory Group
California
$427K +$32.3K +343 +8%
TSS
1400
Thomas Story & Son
Indiana
$427K – – –
54 55
56
57 58