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Southern Company
SO

Overview Fund Activity

2,138 hedge funds and large institutions have $70.7B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 920 increasing their positions, 719 reducing their positions, and 117 closing their positions.

Holders
2,138
Holders Change
-36
Holders Change %
-1.66%
% of All Funds
28.71%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.32%
New
126
Increased
920
Reduced
719
Closed
117
Calls
$497M
Puts
$156M
Net Calls
+$342M
Net Calls Change
+$125M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.18B
2
Capital World Investors
2
Capital World Investors
California
$733M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.33B
4
BlackRock
4
BlackRock
New York
$8.01B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.61B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.27B
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$43.5M
3
Franklin Resources
3
Franklin Resources
California
$1.29B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$86.6M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.87B
Name Market Value Shares Shares
Change 		Shares
Change %
SO
151
STRS Ohio
Ohio
$30.2M 328,702 +6,157 +2%
ASRS
152
Arizona State Retirement System
Arizona
$29.4M 320,642 -911 -0.3%
ELC
153
Edgar Lomax Company
Virginia
$29.3M 318,655 -5,180 -2%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$28.8M 313,645 +33,995 +12%
CII
155
Capital International Inc
California
$28.2M 306,546 +115,377 +60%
Bank Julius Baer & Co
156
Bank Julius Baer & Co
Switzerland
$28.1M 305,808 +42,043 +16%
ETC
157
Exchange Traded Concepts
Oklahoma
$27.8M 302,992 +8,165 +3%
ACM
158
Advisors Capital Management
New Jersey
$27.6M 300,348 +10,722 +4%
SOMRS
159
State of Michigan Retirement System
Michigan
$27.4M 298,823 +1,600 +0.5%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$27.2M 296,622 -272 -0.1%
IMRF
161
Illinois Municipal Retirement Fund
Illinois
$26.9M 292,514 -46,992 -14%
BCI
162
Brinker Capital Investments
Pennsylvania
$26.8M 291,381 +17,159 +6%
HW
163
Hancock Whitney
Mississippi
$26.6M 290,167 +261,955 +929%
American Century Companies
164
American Century Companies
Missouri
$26.2M 285,143 -9,086 -3%
FRAF
165
Första AP-fonden
Sweden
$26.2M 285,100 +23,400 +9%
HAI
166
Hennessy Advisors Inc
California
$26M 282,900 +10,600 +4%
MIM
167
MetLife Investment Management
New Jersey
$25.7M 280,090 -4,486 -2%
BGIM
168
Brandywine Global Investment Management
Pennsylvania
$25.6M 279,004 -6,460 -2%
KAS
169
Kestra Advisory Services
Texas
$25.1M 273,854 +18,512 +7%
Fidelity International
170
Fidelity International
Bermuda
$25.1M 273,484 -161,296 -37%
Millennium Management
171
Millennium Management
New York
$25M 272,776 -109,307 -29%
CNB
172
Czech National Bank
Czech Republic
$24.7M 268,648 +17,111 +7%
Arrowstreet Capital
173
Arrowstreet Capital
Massachusetts
$24.5M 266,360 +161,341 +154%
CIC
174
Crawford Investment Counsel
Georgia
$23.9M 260,685 +3,073 +1%
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$23.8M 259,700 +26,080 +11%
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