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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 %
SN
1601
Sittner & Nelson
Oregon
$299K – – –
SCA
1602
Strathmore Capital Advisors
North Carolina
$299K +$299K +3,255 New
MHC
1603
May Hill Capital
Massachusetts
$299K +$10.8K +118 +4%
PFW
1604
Petros Family Wealth
Minnesota
$299K +$1.29K +14 +0.4%
MSE
1605
MUFG Securities EMEA
United Kingdom
$298K +$298K +3,248 New
IA
1606
Insight Advisors
Pennsylvania
$298K – – –
NRS
1607
Neville Rodie & Shaw
New York
$298K – – –
QPWM
1608
Quadrant Private Wealth Management
Pennsylvania
$297K +$5.51K +60 +2%
WAM
1609
Worth Asset Management
Texas
$296K +$9.18K +100 +3%
IA
1610
Intellus Advisors
Florida
$296K +$29.7K +323 +11%
PCA
1611
Private Capital Advisors
Connecticut
$294K – – –
SCP
1612
Sivia Capital Partners
California
$294K -$7.07K -77 -2%
BWM
1613
Biltmore Wealth Management
Arizona
$293K +$184 +2 +0.1%
ZF
1614
Zhang Financial
Michigan
$293K – – –
LBC
1615
Leigh Baldwin & Co
New York
$293K +$1.19K +13 +0.4%
CT
1616
Coastline Trust
Rhode Island
$293K – – –
HIW
1617
Holos Integrated Wealth
Pennsylvania
$293K +$53.1K +561 +22%
BWM
1618
Baron Wealth Management
Michigan
$291K +$35.4K +386 +14%
IAA
1619
Ironsides Asset Advisors
North Carolina
$291K +$12.9K +141 +5%
DIP
1620
Davis Investment Partners
North Carolina
$291K -$197K -2,137 -40%
WS
1621
Wela Strategies
Georgia
$290K +$184 +2 +0.1%
GHAM
1622
Gilman Hill Asset Management
Connecticut
$290K +$4.04K +44 +1%
EWS
1623
Eagle Wealth Strategies
New Jersey
$290K – – –
CWM
1624
Compass Wealth Management
Connecticut
$289K – – –
PCG
1625
PFC Capital Group
California
$289K – – –
63 64
65
66 67