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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 %
THCM
1851
Taylor Hoffman Capital Management
Virginia
$208K – – –
FFS
1852
Founders Financial Securities
Maryland
$208K +$4.87K +53 +2%
BWA
1853
Bordeaux Wealth Advisors
California
$208K +$208K +2,261 New
SFPG
1854
Stonebridge Financial Planning Group
Florida
$208K – – –
ACM
1855
Advance Capital Management
Michigan
$207K -$21.3K -232 -9%
LA
1856
LexAurum Advisors
Kansas
$207K -$16.1K -175 -7%
APWA
1857
Atlas Private Wealth Advisors
New Jersey
$207K +$207K +2,255 New
CFO
1858
CVA Family Office
Colorado
$207K -$7.62K -83 -4%
SP
1859
Stonebrook Private
Michigan
$207K +$207K +2,250 New
BW
1860
BXM Wealth
Colorado
$207K – – –
EB
1861
Emprise Bank
Kansas
$206K – – –
PMG
1862
Private Management Group
California
$206K +$206K +2,248 New
NIM
1863
Northeast Investment Management
Massachusetts
$206K – – –
AWM
1864
Arista Wealth Management
Nevada
$206K +$206K +2,245 New
PA
1865
Parkside Advisors
California
$205K – – –
HCM
1866
Howland Capital Management
Massachusetts
$204K +$204K +2,222 New
QIM
1867
Quest Investment Management
Oregon
$204K +$204K +2,220 New
AC
1868
ASB Consultores
Florida
$204K +$204K +2,217 New
TAM
1869
Titleist Asset Management
Texas
$203K -$2.57K -28 -1%
MA
1870
MBA Advisors
Pennsylvania
$203K – – –
AA
1871
Altman Advisors
Illinois
$203K – – –
MAC
1872
Mason & Associates (California)
California
$203K – – –
IFA
1873
Interactive Financial Advisors
Illinois
$203K – – –
SWM
1874
Sterling Wealth Management
Illinois
$203K +$203K +2,206 New
MWA
1875
Muirfield Wealth Advisors
North Carolina
$202K -$10.7K -116 -5%
73 74
75
76 77