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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 %
PFS
1626
Prospect Financial Services
New York
$289K +$8.82K +96 +3%
FAT
1627
First American Trust
California
$288K -$34.6K -377 -11%
ACM
1628
Aurdan Capital Management
Pennsylvania
$288K – – –
BIG
1629
Brookwood Investment Group
Arizona
$287K +$735 +8 +0.3%
ECM
1630
Exchange Capital Management
Michigan
$287K +$23K +251 +9%
ANTB
1631
AMG National Trust Bank
Colorado
$286K – – –
CPA
1632
Capital Planning Advisors
California
$286K +$735 +8 +0.3%
FPGK
1633
Financial Partners Group (Kansas)
Kansas
$286K -$3.03K -33 -1%
KWM
1634
Kaydan Wealth Management
Michigan
$286K – – –
SC
1635
Sapient Capital
Indiana
$285K +$1.56K +17 +0.6%
BFA
1636
Brendel Financial Advisors
New Hampshire
$285K – – –
CT
1637
Colonial Trust
South Carolina
$284K -$459 -5 -0.2%
PJWM
1638
Philip James Wealth Mangement
Georgia
$284K -$29.8K -324 -9%
MA
1639
MJP Associates
Connecticut
$283K +$29.4K +320 +12%
CIA
1640
Choate Investment Advisors
Massachusetts
$281K -$14.3K -156 -5%
PAM
1641
Peak Asset Management
Colorado
$281K – – –
BC
1642
Barnett & Company
Tennessee
$281K – – –
JIC
1643
Joel Isaacson & Co
New York
$279K +$1.29K +14 +0.5%
FPGT
1644
Financial Partners Group (Tennessee)
Tennessee
$279K -$246K -2,677 -47%
BPWM
1645
BCS Private Wealth Management
New Jersey
$278K +$278K +3,030 New
MPM
1646
MBB Public Markets
Illinois
$278K -$60.9K -663 -18%
RPC
1647
Rossmore Private Capital
Connecticut
$278K -$12.9K -140 -4%
MW
1648
Maia Wealth
Colorado
$278K +$278K +3,022 New
GAM
1649
Grandview Asset Management
Pennsylvania
$277K +$460 +5 +0.2%
BWG
1650
Berry Wealth Group
Texas
$277K +$4.59K +50 +2%
64 65
66
67 68