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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 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
-27
Holders Change %
-1.24%
% of All Funds
28.8%
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
118
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
$6.33B
3
BlackRock
BlackRock
New York
$8.01B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.61B
5
SCP
Soroban Capital Partners
New York
$376M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.27B
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$43.5M
3
Franklin Resources
Franklin Resources
California
$1.29B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$86.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.87B
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
151
VOYA Investment Management
Georgia
$31.9M +$633K +6,891 +2%
SO
152
STRS Ohio
Ohio
$30.2M +$565K +6,157 +2%
ASRS
153
Arizona State Retirement System
Arizona
$29.4M -$83.7K -911 -0.3%
ELC
154
Edgar Lomax Company
Virginia
$29.3M -$476K -5,180 -2%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$28.8M +$3.12M +33,995 +12%
CII
156
Capital International Inc
California
$28.2M +$10.6M +115,377 +60%
Bank Julius Baer & Co
157
Bank Julius Baer & Co
Switzerland
$28.1M +$3.86M +42,043 +16%
ETC
158
Exchange Traded Concepts
Oklahoma
$27.8M +$750K +8,165 +3%
ACM
159
Advisors Capital Management
New Jersey
$27.6M +$985K +10,722 +4%
SOMRS
160
State of Michigan Retirement System
Michigan
$27.4M +$147K +1,600 +0.5%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$27.2M -$25K -272 -0.1%
IMRF
162
Illinois Municipal Retirement Fund
Illinois
$26.9M -$4.32M -46,992 -14%
BCI
163
Brinker Capital Investments
Pennsylvania
$26.8M +$1.58M +17,159 +6%
HW
164
Hancock Whitney
Mississippi
$26.6M +$24.1M +261,955 +929%
American Century Companies
165
American Century Companies
Missouri
$26.2M -$834K -9,086 -3%
FRAF
166
Första AP-fonden
Sweden
$26.2M +$2.15M +23,400 +9%
HAI
167
Hennessy Advisors Inc
California
$26M +$973K +10,600 +4%
MIM
168
MetLife Investment Management
New Jersey
$25.7M -$412K -4,486 -2%
BGIM
169
Brandywine Global Investment Management
Pennsylvania
$25.6M -$593K -6,460 -2%
KAS
170
Kestra Advisory Services
Texas
$25.1M +$1.7M +18,512 +7%
Fidelity International
171
Fidelity International
Bermuda
$25.1M -$14.8M -161,296 -37%
Millennium Management
172
Millennium Management
New York
$25M -$10M -109,307 -29%
CNB
173
Czech National Bank
Czech Republic
$24.7M +$1.57M +17,111 +7%
Arrowstreet Capital
174
Arrowstreet Capital
Massachusetts
$24.5M +$14.8M +161,341 +154%
CIC
175
Crawford Investment Counsel
Georgia
$23.9M +$282K +3,073 +1%
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