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Southern Company
SO

Overview Fund Activity

2,138 hedge funds and large institutions have $70.7B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 920 increasing their positions, 719 reducing their positions, and 117 closing their positions.

Holders
2,138
Holders Change
-36
Holders Change %
-1.66%
% of All Funds
28.71%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.32%
New
126
Increased
920
Reduced
719
Closed
117
Calls
$497M
Puts
$156M
Net Calls
+$342M
Net Calls Change
+$125M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.18B
2
Capital World Investors
2
Capital World Investors
California
$733M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.33B
4
BlackRock
4
BlackRock
New York
$8.01B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.61B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.27B
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$43.5M
3
Franklin Resources
3
Franklin Resources
California
$1.29B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$86.6M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.87B
Name Market Value Shares Shares
Change 		Shares
Change %
BG
126
Bollard Group
Massachusetts
$39.2M 426,494 +41,339 +11%
US Bancorp
127
US Bancorp
Minnesota
$39.1M 425,296 +1,155 +0.3%
Mariner
128
Mariner
Kansas
$37.5M 408,105 +4,900 +1%
Verition Fund Management
129
Verition Fund Management
Connecticut
$37.3M 406,249 +315,437 +347%
GF
130
Gabelli Funds
New York
$37.1M 404,550 -6,409 -2%
TD Asset Management
131
TD Asset Management
Ontario, Canada
$37.1M 403,551 +9,590 +2%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$36.9M 401,802 +7,624 +2%
EAM
133
Eventide Asset Management
Massachusetts
$36.5M 392,112 -94,650 -19%
VanEck Associates
134
VanEck Associates
New York
$36.3M 394,793 +32,168 +9%
MML Investors Services
135
MML Investors Services
Massachusetts
$36M 392,334 +7,032 +2%
CIBC Asset Management
136
CIBC Asset Management
Ontario, Canada
$35.8M 389,634 +30,527 +9%
Nomura Asset Management
137
Nomura Asset Management
Japan
$35.7M 389,010 +18,619 +5%
State of Tennessee, Department of Treasury
138
State of Tennessee, Department of Treasury
Tennessee
$35.2M 383,341 +11,267 +3%
FHA
139
First Horizon Advisors
Tennessee
$34.6M 376,734 +14,389 +4%
ACA
140
Aptus Capital Advisors
Alabama
$34.3M 373,438 +40,245 +12%
State of New Jersey Common Pension Fund D
141
State of New Jersey Common Pension Fund D
New Jersey
$34.2M 372,822 – –
Allspring Global Investments
142
Allspring Global Investments
North Carolina
$33.7M 365,195 -121,603 -25%
EWA
143
EP Wealth Advisors
California
$33.3M 362,559 +15,744 +5%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$33M 359,551 -28,256 -7%
CVA
145
Ceredex Value Advisors
Florida
$33M 359,168 -162,627 -31%
MAM
146
Magellan Asset Management
Australia
$32.5M 354,407 +29,874 +9%
GHA
147
GW Henssler & Associates
Georgia
$32.4M 353,005 +7,274 +2%
LOIM
148
Liberty One Investment Management
Illinois
$32.4M 352,336 -14,224 -4%
CWM
149
Cahaba Wealth Management
Georgia
$32.2M 350,849 +31,023 +10%
VOYA Investment Management
150
VOYA Investment Management
Georgia
$31.9M 347,277 +6,891 +2%
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