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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 %
IAMOG
1651
Investors Asset Management of Georgia
Georgia
$276K – – –
KF
1652
KKM Financial
Illinois
$276K – – –
MCI
1653
MRP Capital Investments
Georgia
$275K – – –
ACA
1654
Anchor Capital Advisors
Massachusetts
$275K – – –
AMAL
1655
Asset Management Advisors LLC
Oklahoma
$275K – – –
LIP
1656
Lighthouse Investment Partners
Florida
$275K +$275K +3,000 New
PGAM
1657
Princeton Global Asset Management
New Jersey
$275K +$37.8K +412 +16%
FFB
1658
First Financial Bankshares
Texas
$275K – – –
VWM
1659
Vermillion Wealth Management
Minnesota
$275K +$1.01K +11 +0.4%
GL
1660
Gerber LLC
Ohio
$274K +$459 +5 +0.2%
WIM
1661
Westside Investment Management
California
$274K +$27.7K +302 +11%
UWM
1662
USAdvisors Wealth Management
Minnesota
$274K -$31K -338 -10%
RMDI
1663
R.M. Davis Inc
Maine
$274K -$3.86K -42 -1%
LGG
1664
Luts & Greenleigh Group
Maryland
$274K +$275 +3 +0.1%
LCM
1665
Lazari Capital Management
California
$272K +$1.1K +12 +0.4%
KCM
1666
KRS Capital Management
Michigan
$272K -$3.58K -39 -1%
AIM
1667
Athena Investment Management
California
$272K – – –
NSAM
1668
North Star Asset Management
Wisconsin
$272K +$12K +131 +5%
GFP
1669
Gryphon Financial Partners
Ohio
$271K -$5.79K -63 -2%
BMO
1670
Beck Mack & Oliver
New York
$271K – – –
PFBT
1671
Parkside Financial Bank & Trust
Missouri
$270K +$29K +316 +12%
GWM
1672
Glass Wealth Management
Texas
$270K – – –
DWAM
1673
Duncan Williams Asset Management
Tennessee
$270K +$1.1K +12 +0.4%
HIC
1674
Harvey Investment Company
Kentucky
$269K – – –
JCM
1675
Jacobsen Capital Management
Utah
$268K +$41.1K +448 +18%
65 66
67
68 69