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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 %
VCM
1726
Versant Capital Management
Arizona
$249K +$17.3K +188 +7%
CA
1727
Callahan Advisors
Texas
$248K – – –
SC
1728
Stephens Consulting
Michigan
$248K -$62.4K -679 -20%
VIP
1729
Vista Investment Partners
Oklahoma
$248K – – –
CCM
1730
Crew Capital Management
Ohio
$248K – – –
AA
1731
Acorns Advisers
California
$247K +$247K +2,685 New
SFS
1732
Strategic Financial Services
New York
$247K – – –
CSPIA
1733
Cary Street Partners Investment Advisory
Virginia
$247K +$18.8K +205 +8%
OWA
1734
Octavia Wealth Advisors
Ohio
$246K -$19.1K -208 -7%
PWC
1735
PYA Waltman Capital
Tennessee
$246K – – –
WA
1736
Waterford Advisors
New York
$245K +$243K +349,032 +13,067%
GIA
1737
Gateway Investment Advisers
Ohio
$244K -$22.7K -247 -8%
UIM
1738
Unified Investment Management
Georgia
$244K +$184 +2 +0.1%
AW
1739
Alteri Wealth
California
$244K +$7.16K +78 +3%
ZAM
1740
Zevin Asset Management
Massachusetts
$243K -$45.8K -500 -16%
LWCFA
1741
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$243K – – –
OP
1742
ORG Partners
Indiana
$242K +$30.1K +327 +14%
FWM
1743
Finer Wealth Management
Massachusetts
$242K -$16K -174 -6%
SCM
1744
Saxony Capital Management
Missouri
$242K -$25.2K -274 -9%
KFGG
1745
Keystone Financial Group (Georgia)
Georgia
$242K +$1.04K +11 +0.4%
WTC
1746
WhitTier Trust Company
Nevada
$242K -$184 -2 -0.1%
IG
1747
ING Group
Netherlands
$242K +$242K +2,630 New
HIM
1748
Hanlon Investment Management
New Jersey
$241K +$2.02K +22 +0.8%
FF
1749
Francis Financial
$241K +$4.96K +54 +2%
ALC
1750
Alexander Labrunerie & Co
Missouri
$241K +$12.7K +138 +6%
68 69
70
71 72