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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 %
AA
1426
Auxano Advisors
Washington
$413K +$22K +240 +6%
WAT
1427
Wealth Advisory Team
Kentucky
$412K +$412K +4,490 New
OWM
1428
Orca Wealth Management
Florida
$412K +$643 +7 +0.2%
FA
1429
Fortis Advisors
Pennsylvania
$411K – – –
VA
1430
VestGen Advisors
Illinois
$411K +$146K +1,587 +55%
RBWA
1431
RFG - Bristol Wealth Advisors
Massachusetts
$411K -$106K -1,157 -21%
CAM
1432
Campion Asset Management
Virginia
$410K -$1.01K -11 -0.2%
GM
1433
GeoWealth Management
Illinois
$410K +$22.4K +244 +6%
SFG
1434
SNS Financial Group
Minnesota
$410K +$367 +4 +0.1%
IHL
1435
Investment House LLC
California
$409K – – –
FWM
1436
Fonville Wealth Management
Virginia
$409K – – –
HWMO
1437
Heritage Wealth Management (Ohio)
Ohio
$409K -$23K -250 -5%
OHWA
1438
Oak Hill Wealth Advisors
Virginia
$408K +$36.5K +400 +10%
TCA
1439
Transcend Capital Advisors
New Jersey
$407K -$9.92K -108 -2%
PIM
1440
Penobscot Investment Management
Massachusetts
$407K – – –
TCOTS
1441
Trust Company of the South
North Carolina
$407K +$7.26K +79 +2%
KFP
1442
KMG Fiduciary Partners
Ohio
$406K +$184 +2 +0%
CBT
1443
Crews Bank & Trust
Florida
$406K – – –
CAAS
1444
Capital Asset Advisory Services
Michigan
$405K -$116K -1,257 -22%
VSQM
1445
V-Square Quantitative Management
Illinois
$402K -$5.6K -61 -1%
KCFA
1446
Key Client Fiduciary Advisors
New Jersey
$402K -$42.6K -464 -10%
PL
1447
Plancorp LLC
Missouri
$401K +$34.3K +374 +9%
BBA
1448
Baader Bank Aktiengesellschaft
Germany
$400K +$123K +1,344 +44%
TC
1449
Truvestments Capital
Florida
$400K -$7.81K -85 -2%
FAM
1450
Flaharty Asset Management
Florida
$399K – – –
56 57
58
59 60