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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 %
PMFA
1451
Plante Moran Financial Advisors
Michigan
$399K +$1.29K +14 +0.3%
FNBT
1452
FineMark National Bank & Trust
Florida
$399K -$78.9K -859 -17%
PPWM
1453
Paragon Private Wealth Management
Kentucky
$399K +$120K +1,309 +43%
CF
1454
Claris Financial
Virginia
$396K -$22.5K -245 -5%
FS
1455
Ferguson Shapiro
Georgia
$395K +$395K +4,305 New
SWAG
1456
Spectrum Wealth Advisory Group
California
$395K +$551 +6 +0.1%
PWM
1457
Palumbo Wealth Management
New York
$394K +$2.66K +29 +0.7%
GAM
1458
GEM Asset Management
Michigan
$393K +$5.5K +60 +1%
UAG
1459
United Advisor Group
Ohio
$393K +$92 +1 +0%
SC
1460
Scotia Capital
Ontario, Canada
$392K -$459 -5 -0.1%
HCM
1461
Hodges Capital Management
Texas
$390K +$9.18K +100 +2%
KFS
1462
Keynote Financial Services
Connecticut
$389K – – –
IBOK
1463
Independence Bank of Kentucky
Kentucky
$388K – – –
MF
1464
Meridian Financial
Massachusetts
$388K – – –
SFA
1465
Semmax Financial Advisors
North Carolina
$388K +$2.84K +30 +0.7%
CAG
1466
Crestwood Advisors Group
Massachusetts
$387K +$69.3K +755 +22%
RCM
1467
Radnor Capital Management
Pennsylvania
$386K – – –
SEP
1468
Southland Equity Partners
Missouri
$385K +$276 +3 +0.1%
ADL
1469
Asset Dedication LLC
California
$385K – – –
TCOT
1470
Trust Company of Toledo
Ohio
$384K +$4.5K +49 +1%
RZH
1471
Relyea Zuckerberg Hanson
Connecticut
$383K -$35.2K -383 -8%
GC
1472
Garde Capital
Washington
$383K – – –
LWM
1473
Level Wealth Management
North Carolina
$383K – – –
BOPW
1474
Brandywine Oak Private Wealth
Pennsylvania
$382K -$1.56K -17 -0.4%
BOSSRA
1475
B.O.S.S. Retirement Advisors
Utah
$382K +$382K +4,156 New
57 58
59
60 61