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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 %
HCG
1701
Haven Capital Group
California
$259K – – –
TCWM
1702
Total Clarity Wealth Management
Illinois
$259K -$18.5K -202 -7%
EFM
1703
E Fund Management
China
$258K -$459 -5 -0.2%
NAMNJ
1704
NorthStar Asset Management (New Jersey)
New Jersey
$258K +$5.51K +60 +2%
PBK
1705
Peoples Bank (Kansas)
Kansas
$257K – – –
CFS
1706
CRA Financial Services
New Jersey
$257K -$18.6K -202 -7%
OF
1707
Optimize Financial
California
$257K -$1.84K -20 -0.7%
CC
1708
Cultivar Capital
Texas
$257K +$257K +2,795 New
VMMC
1709
V.M. Manning & Co
South Carolina
$257K +$257K +2,780 New
SFS
1710
Searcy Financial Services
Kansas
$257K -$20.6K -224 -7%
LSIA
1711
LaSalle St. Investment Advisors
Illinois
$256K -$1.19K -13 -0.5%
GI
1712
Gradient Investments
Minnesota
$256K +$5.51K +60 +2%
FFC
1713
Frederick Financial Consultants
Maryland
$256K +$41.7K +454 +19%
EAM
1714
Evanson Asset Management
California
$255K – – –
WJWM
1715
Williams Jones Wealth Management
New York
$255K -$4.59K -50 -2%
PHIC
1716
Pine Haven Investment Counsel
Massachusetts
$255K – – –
WBC
1717
Westpac Banking Corp
Australia
$254K – – –
BAM
1718
Boyar Asset Management
New York
$254K – – –
CA
1719
Continuum Advisory
Idaho
$254K -$13.1K -143 -5%
NB
1720
Northwest Bancshares
Pennsylvania
$253K -$10.2K -111 -4%
LCM
1721
Liberty Capital Management
Michigan
$253K +$28.8K +314 +13%
RA
1722
Rodgers & Associates
Pennsylvania
$250K +$2.11K +23 +0.9%
MWM
1723
Maripau Wealth Management
Indiana
$250K +$4.78K +52 +2%
WWC
1724
Waypoint Wealth Counsel
Georgia
$250K +$26K +283 +12%
PBC
1725
Pavion Blue Capital
California
$249K – – –
67 68
69
70 71