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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 %
FFG
1776
Floyd Financial Group
Missouri
$235K +$14.6K +160 +7%
CG
1777
CFO4Life Group
Texas
$234K +$14.6K +159 +7%
LI
1778
LMCG Investments
Massachusetts
$234K – – –
PA
1779
PFG Advisors
Arizona
$234K +$234K +2,549 New
HS
1780
Horan Securities
United States
$234K +$184 +2 +0.1%
BWM
1781
BankPlus Wealth Management
Mississippi
$234K +$17.7K +193 +8%
MWP
1782
Meriwether Wealth & Planning
Louisiana
$233K – – –
FWCM
1783
Ferguson Wellman Capital Management
Oregon
$233K -$211K -2,300 -48%
ITIM
1784
Indiana Trust & Investment Management
Indiana
$232K +$42.7K +465 +23%
PSCM
1785
Per Stirling Capital Management
Texas
$231K +$1.56K +17 +0.7%
OC
1786
Opinicus Capital
Florida
$230K +$1.93K +21 +0.8%
KNFPWM
1787
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$230K +$551 +6 +0.2%
Fayez Sarofim & Co
1788
Fayez Sarofim & Co
Texas
$230K – – –
GWCM
1789
Godshalk Welsh Capital Management
Pennsylvania
$230K – – –
EC
1790
Enhancing Capital
Pennsylvania
$230K – – –
SAM
1791
Sompo Asset Management
Japan
$229K -$13.8K -150 -6%
TW
1792
Traveka Wealth
California
$229K -$4.5K -49 -2%
WWM
1793
Whalen Wealth Management
Nevada
$228K +$1.93K +21 +0.9%
BFF
1794
Byrne Financial Freedom
Massachusetts
$228K -$19.5K -212 -8%
SPI
1795
Santori & Peters Inc
Pennsylvania
$227K +$643 +7 +0.3%
SSWG
1796
Seven Springs Wealth Group
Tennessee
$227K – – –
JMFC
1797
J.M. Forbes & Co
Massachusetts
$227K – – –
AIM
1798
Acropolis Investment Management
Missouri
$227K +$64.5K +702 +40%
SPA
1799
Sherbrooke Park Advisers
New York
$227K -$676K -7,363 -75%
RHIG
1800
R.H. Investment Group
Arizona
$227K +$6.15K +67 +3%
70 71
72
73 74