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Southern Company
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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 %
CM
1526
Cornerstone Management
Georgia
$349K +$184 +2 +0.1%
KWMG
1527
King Wealth Management Group
Florida
$347K – – –
AFA
1528
AA Financial Advisors
Ohio
$346K +$117K +1,271 +51%
PB
1529
Pinnacle Bancorp
Nebraska
$346K -$23.9K -260 -6%
SHFP
1530
Second Half Financial Partners
Florida
$345K +$345K +3,761 New
SA
1531
Sovran Advisors
California
$344K -$35.4K -388 -9%
CFP
1532
Catalyst Financial Partners
Massachusetts
$344K +$46K +501 +15%
EIP
1533
Ellis Investment Partners
Pennsylvania
$343K +$1.75K +19 +0.5%
DWA
1534
Douglass Winthrop Advisors
New York
$342K – – –
SP
1535
Symmetry Partners
Connecticut
$341K +$18K +196 +6%
PCP
1536
Proficio Capital Partners
Massachusetts
$340K +$9.09K +99 +3%
SIA
1537
Soltis Investment Advisors
Utah
$339K +$68K +741 +25%
PPWP
1538
Premier Path Wealth Partners
New Jersey
$339K +$27.9K +304 +9%
NRC
1539
New Republic Capital
North Carolina
$338K +$14.6K +159 +5%
RIS
1540
Retirement Income Solutions
Michigan
$337K – – –
BLC
1541
Brown, Lisle/Cummings
Rhode Island
$337K -$45.6K -496 -12%
WCAMG
1542
Woodard & Company Asset Management Group
North Carolina
$337K – – –
PTP
1543
Platform Technology Partners
New York
$336K -$19.3K -210 -5%
IAS
1544
Insigneo Advisory Services
Florida
$336K +$37.8K +412 +13%
MS
1545
Madden Securities
Texas
$336K -$284K -3,092 -46%
RFM
1546
Royal Fund Management
Florida
$334K +$35.5K +387 +12%
SRC
1547
Shufro Rose & Co
New York
$334K – – –
WF
1548
Wayfinding Financial
Washington
$333K -$45.4K -473 -12%
LA
1549
Latitude Advisors
Florida
$333K -$1.19K -13 -0.4%
RRWA
1550
Rainey & Randall Wealth Advisors
Florida
$332K -$80.4K -876 -20%
60 61
62
63 64