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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 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 %
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$23.8M +$2.39M +26,080 +11%
II
177
IFM Investors
Australia
$23.7M +$1.54M +16,786 +7%
HNB
178
Huntington National Bank
Ohio
$23M +$1.89M +20,623 +9%
CGH
179
Crossmark Global Holdings
Texas
$23M -$424K -4,614 -2%
IMCOOI
180
Investment Management Corp of Ontario (IMCO)
Canada
$22.8M -$52.4K -571 -0.2%
Comerica Bank
181
Comerica Bank
Texas
$22.8M -$107K -1,168 -0.5%
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$22.5M +$2.02M +22,036 +10%
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$22.2M -$25.8K -281 -0.1%
MCM
184
MAI Capital Management
Ohio
$21.9M +$1.43M +15,538 +7%
Retirement Systems of Alabama
185
Retirement Systems of Alabama
Alabama
$21.7M +$35.5K +387 +0.2%
SC
186
Savant Capital
Illinois
$21.6M +$459K +4,997 +2%
BCM
187
Becker Capital Management
Oregon
$21.5M +$1.08M +11,734 +5%
RFC
188
Regions Financial Corp
Alabama
$21.3M +$1.46M +15,927 +7%
FMLI
189
Fukoku Mutual Life Insurance
Japan
$21.2M -$82.1K -894 -0.4%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$21M +$1.38M +15,060 +7%
IMPI
191
Ilmarinen Mutual Pension Insurance
Finland
$20.9M +$1.65M +18,000 +9%
IGAM
192
iA Global Asset Management
Quebec, Canada
$20.9M +$841K +9,154 +4%
Cerity Partners
193
Cerity Partners
New York
$20.9M -$98.4K -1,071 -0.5%
WA
194
Waverly Advisors
Alabama
$20.8M +$110K +1,197 +0.5%
Public Sector Pension Investment Board (PSP Investments)
195
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$20.8M -$6.13M -66,781 -23%
UOC
196
UBS O'Connor
Illinois
$20.8M +$1.51M +16,435 +8%
MT
197
Midwest Trust
Kansas
$20.7M +$20.7M +225,772 New
CWM
198
Calamos Wealth Management
Illinois
$20.7M +$330K +3,590 +2%
RCYC
199
Richard C. Young & Co
Rhode Island
$20.7M +$194K +2,115 +0.9%
DP
200
DDD Partners
Washington
$20.2M -$2.93M -31,878 -13%
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