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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 %
Teacher Retirement System of Texas
126
Teacher Retirement System of Texas
Texas
$39.7M -$5.25M -57,203 -12%
BG
127
Bollard Group
Massachusetts
$39.2M +$3.8M +41,339 +11%
US Bancorp
128
US Bancorp
Minnesota
$39.1M +$106K +1,155 +0.3%
Mariner
129
Mariner
Kansas
$37.5M +$450K +4,900 +1%
Verition Fund Management
130
Verition Fund Management
Connecticut
$37.3M +$29M +315,437 +347%
GF
131
Gabelli Funds
New York
$37.1M -$589K -6,409 -2%
TD Asset Management
132
TD Asset Management
Ontario, Canada
$37.1M +$881K +9,590 +2%
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$36.9M +$700K +7,624 +2%
EAM
134
Eventide Asset Management
Massachusetts
$36.5M -$8.81M -94,650 -19%
VanEck Associates
135
VanEck Associates
New York
$36.3M +$2.95M +32,168 +9%
MML Investors Services
136
MML Investors Services
Massachusetts
$36M +$646K +7,032 +2%
CIBC Asset Management
137
CIBC Asset Management
Ontario, Canada
$35.8M +$2.8M +30,527 +9%
Nomura Asset Management
138
Nomura Asset Management
Japan
$35.7M +$1.71M +18,619 +5%
State of Tennessee, Department of Treasury
139
State of Tennessee, Department of Treasury
Tennessee
$35.2M +$1.03M +11,267 +3%
FHA
140
First Horizon Advisors
Tennessee
$34.6M +$1.32M +14,389 +4%
ACA
141
Aptus Capital Advisors
Alabama
$34.3M +$3.7M +40,245 +12%
State of New Jersey Common Pension Fund D
142
State of New Jersey Common Pension Fund D
New Jersey
$34.2M – – –
Allspring Global Investments
143
Allspring Global Investments
North Carolina
$33.7M -$11.2M -121,603 -25%
EWA
144
EP Wealth Advisors
California
$33.3M +$1.45M +15,744 +5%
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$33M -$2.59M -28,256 -7%
CVA
146
Ceredex Value Advisors
Florida
$33M -$14.9M -162,627 -31%
MAM
147
Magellan Asset Management
Australia
$32.5M +$2.74M +29,874 +9%
GHA
148
GW Henssler & Associates
Georgia
$32.4M +$668K +7,274 +2%
LOIM
149
Liberty One Investment Management
Illinois
$32.4M -$1.31M -14,224 -4%
CWM
150
Cahaba Wealth Management
Georgia
$32.2M +$2.85M +31,023 +10%
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