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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 %
LWMT
1476
Legacy Wealth Management (Tennessee)
Tennessee
$380K – – –
TIM
1477
Thompson Investment Management
Wisconsin
$379K – – –
WP
1478
Wealthspan Partners
Iowa
$378K -$20.4K -222 -5%
KA
1479
Klingman & Associates
New York
$378K +$17.4K +189 +5%
VCM
1480
Virtue Capital Management
Tennessee
$377K -$82.7K -901 -18%
OIS
1481
OneAscent Investment Solutions
Alabama
$377K -$132K -1,443 -26%
BFC
1482
Bedel Financial Consulting
Indiana
$375K – – –
WCFA
1483
Walkner Condon Financial Advisors
Wisconsin
$373K -$51.7K -563 -12%
V
1484
VeraBank
Texas
$373K +$90.5K +985 +32%
HDIM
1485
Hanson & Doremus Investment Management
Vermont
$373K – – –
MCM
1486
Monument Capital Management
Virginia
$373K +$373K +4,059 New
SLG
1487
Stanley-Laman Group
Pennsylvania
$373K +$52.6K +573 +16%
SFB
1488
STAR Financial Bank
Indiana
$372K +$3.12K +34 +0.8%
TC
1489
Trilogy Capital
California
$372K -$11.2K -122 -3%
BFA
1490
Brown Financial Advisory
Alabama
$371K +$114K +1,240 +44%
AFA
1491
American Financial Advisors
Georgia
$371K +$1.93K +21 +0.5%
UCB
1492
United Community Bank
South Carolina
$370K -$109K -1,185 -23%
WEG
1493
World Equity Group
Illinois
$370K -$38.6K -420 -9%
SBF
1494
Sara-Bay Financial
Florida
$370K +$370K +4,025 New
FA
1495
Fagan Associates
New York
$368K – – –
O3W
1496
Omni 360 Wealth
New Jersey
$368K +$367 +4 +0.1%
CWM
1497
Cabot Wealth Management
Massachusetts
$368K +$13.8K +150 +4%
ETS
1498
ESL Trust Services
New York
$367K -$3.95K -43 -1%
EWM
1499
Elmwood Wealth Management
California
$367K – – –
HA
1500
HC Advisors
Georgia
$366K -$27.1K -295 -7%
58 59
60
61 62