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Southern Company
SO

Overview Fund Activity

2,145 hedge funds and large institutions have $70.8B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 924 increasing their positions, 721 reducing their positions, and 118 closing their positions.

Holders
2,145
Holders Change
-29
Holders Change %
-1.33%
% of All Funds
28.79%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.32%
New
127
Increased
924
Reduced
721
Closed
118
Calls
$599M
Puts
$214M
Net Calls
+$385M
Net Calls Change
+$168M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$733M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.33B
3
BlackRock
3
BlackRock
New York
$8.01B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.61B
5
SCP
5
Soroban Capital Partners
New York
$376M

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 Holding Trade Value Shares
Change 		Shares
Change %
HCM
2126
Hollencrest Capital Management
California
$2.76K – – –
NMG
2127
New Millennium Group
Utah
$2.48K – – –
BA
2128
Bellwether Advisors
Nebraska
$2.3K – – –
TFA
2129
Transamerica Financial Advisors
Florida
$2.24K – – –
TCA
2130
Trifecta Capital Advisors
Illinois
$2.11K – – –
PS
2131
PayPay Securities
Japan
$2.11K -$551 -6 -21%
HC
2132
Hara Capital
Washington
$2.02K – – –
WCM
2133
Winthrop Capital Management
Indiana
$2K – – –
YAL
2134
Your Advocates Ltd
Texas
$1.86K -$1.86K -20 -50%
CA
2135
Crewe Advisors
Utah
$1.75K +$643 +7 +58%
DWA
2136
Delos Wealth Advisors
Texas
$1.65K +$1.65K +18 New
PWM
2137
Parkworth Wealth Management
California
$1.38K +$1.38K +15 New
OCM
2138
Orion Capital Management
California
$1.29K – – –
MHIP
2139
Mountain Hill Investment Partners
New Jersey
$962 – – –
DF
2140
DecisionPoint Financial
Arizona
$923 +$923 +10 New
HIA
2141
HFM Investment Advisors
New Jersey
$918 +$551 +6 +150%
IAS
2142
IMA Advisory Services
Colorado
$735 +$735 +8 New
LP
2143
LMR Partners
United Kingdom
$367 – – –
EWA
2144
EQ Wealth Advisors
Texas
$92 – – –
MAM
2145
Meeder Asset Management
Ohio
$92 – – –
YDMI
2146
Y.D. More Investments
Israel
$38 -$76 -282 -67%
FGP
2147
Freestone Grove Partners
California
– -$28M -304,147 Closed
SGM
2148
Seven Grand Managers
New York
– -$27.6M -300,000 Closed
TI
2149
Trexquant Investment
Connecticut
– -$27.5M -299,225 Closed
CF
2150
Corebridge Financial
Texas
– -$22.5M -244,376 Closed
84 85
86
87 88