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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 %
II
176
IFM Investors
Australia
$23.7M 258,169 +16,786 +7%
HNB
177
Huntington National Bank
Ohio
$23M 250,551 +20,623 +9%
CGH
178
Crossmark Global Holdings
Texas
$23M 250,201 -4,614 -2%
IMCOOI
179
Investment Management Corp of Ontario (IMCO)
Canada
$22.8M 247,922 -571 -0.2%
Comerica Bank
180
Comerica Bank
Texas
$22.8M 247,869 -1,168 -0.5%
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$22.5M 245,077 +22,036 +10%
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$22.2M 241,471 -281 -0.1%
MCM
183
MAI Capital Management
Ohio
$21.9M 238,293 +15,538 +7%
Retirement Systems of Alabama
184
Retirement Systems of Alabama
Alabama
$21.7M 235,837 +387 +0.2%
SC
185
Savant Capital
Illinois
$21.6M 235,561 +4,997 +2%
BCM
186
Becker Capital Management
Oregon
$21.5M 234,052 +11,734 +5%
RFC
187
Regions Financial Corp
Alabama
$21.3M 232,068 +15,927 +7%
FMLI
188
Fukoku Mutual Life Insurance
Japan
$21.2M 230,788 -894 -0.4%
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$21M 229,180 +15,060 +7%
IMPI
190
Ilmarinen Mutual Pension Insurance
Finland
$20.9M 228,000 +18,000 +9%
IGAM
191
iA Global Asset Management
Quebec, Canada
$20.9M 227,902 +9,154 +4%
Cerity Partners
192
Cerity Partners
New York
$20.9M 227,531 -1,071 -0.5%
WA
193
Waverly Advisors
Alabama
$20.8M 226,234 +1,197 +0.5%
Public Sector Pension Investment Board (PSP Investments)
194
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$20.8M 226,162 -66,781 -23%
UOC
195
UBS O'Connor
Illinois
$20.8M 226,135 +16,435 +8%
MT
196
Midwest Trust
Kansas
$20.7M 225,772 +225,772 New
CWM
197
Calamos Wealth Management
Illinois
$20.7M 225,667 +3,590 +2%
RCYC
198
Richard C. Young & Co
Rhode Island
$20.7M 225,165 +2,115 +0.9%
DP
199
DDD Partners
Washington
$20.2M 219,704 -31,878 -13%
AB
200
Amalgamated Bank
New York
$19.9M 216,793 +26 +0%
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