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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 %
CWMK
1401
Caliber Wealth Management (Kansas)
Kansas
$426K +$426K +4,638 New
AAS
1402
AdviceOne Advisory Services
Connecticut
$425K – – –
VCM
1403
Violich Capital Management
California
$425K – – –
FCM
1404
Firestone Capital Management
Florida
$424K +$643 +7 +0.2%
DSC
1405
Duncker Streett & Co
Missouri
$424K – – –
P
1406
Pitcairn
Pennsylvania
$424K -$926K -10,081 -69%
QC
1407
Quent Capital
New York
$423K +$64.2K +699 +18%
RCM
1408
RB Capital Management
Nevada
$422K -$11.8K -129 -3%
MIM
1409
Moseley Investment Management
Florida
$422K -$77.7K -846 -16%
MWC
1410
MBM Wealth Consultants
Missouri
$420K +$17.4K +189 +4%
BWM
1411
BCS Wealth Management
Tennessee
$420K +$420K +4,572 New
RWP
1412
RWA Wealth Partners
Massachusetts
$419K +$419K +4,568 New
HFAS
1413
Hummer Financial Advisory Services
Illinois
$418K – – –
WIC
1414
Willis Investment Counsel
Georgia
$418K -$75.3K -820 -15%
AGA
1415
Arkos Global Advisors
Texas
$417K +$26.7K +291 +7%
FBB
1416
Fulton Breakefield Broenniman
Maryland
$416K -$35.6K -388 -8%
PCH
1417
PGIM Custom Harvest
New Jersey
$416K -$1.84K -20 -0.4%
HCM
1418
Hall Capital Management
Rhode Island
$416K +$83.7K +912 +25%
OAM
1419
Oppenheimer Asset Management
New York
$416K -$11K -120 -3%
JLBC
1420
J.L. Bainbridge & Co
Florida
$415K +$6.52K +71 +2%
SAF
1421
Smith Anglin Financial
Texas
$415K -$4.59K -50 -1%
KLCM
1422
KG&L Capital Management
Louisiana
$415K -$9.17K -101 -2%
SAM
1423
Seelaus Asset Management
New Jersey
$414K – – –
LFA
1424
Longview Financial Advisors
Alabama
$414K +$17.9K +195 +5%
WTG
1425
West Tower Group
Virginia
$413K +$413K +4,500 New
55 56
57
58 59