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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 %
RWM
2126
Rialto Wealth Management
New York
$3.12K +$3.12K +34 New
BHWM
2127
Bay Harbor Wealth Management
Maryland
$3.12K +$1.38K +15 +79%
HCM
2128
Hollencrest Capital Management
California
$2.76K – – –
NMG
2129
New Millennium Group
Utah
$2.48K – – –
BA
2130
Bellwether Advisors
Nebraska
$2.3K – – –
TFA
2131
Transamerica Financial Advisors
Florida
$2.24K – – –
TCA
2132
Trifecta Capital Advisors
Illinois
$2.11K – – –
PS
2133
PayPay Securities
Japan
$2.11K -$551 -6 -21%
HC
2134
Hara Capital
Washington
$2.02K – – –
WCM
2135
Winthrop Capital Management
Indiana
$2K – – –
YAL
2136
Your Advocates Ltd
Texas
$1.86K -$1.86K -20 -50%
CA
2137
Crewe Advisors
Utah
$1.75K +$643 +7 +58%
DWA
2138
Delos Wealth Advisors
Texas
$1.65K +$1.65K +18 New
PWM
2139
Parkworth Wealth Management
California
$1.38K +$1.38K +15 New
OCM
2140
Orion Capital Management
California
$1.29K – – –
MHIP
2141
Mountain Hill Investment Partners
New Jersey
$962 – – –
DF
2142
DecisionPoint Financial
Arizona
$923 +$923 +10 New
HIA
2143
HFM Investment Advisors
New Jersey
$918 +$551 +6 +150%
IAS
2144
IMA Advisory Services
Colorado
$735 +$735 +8 New
LP
2145
LMR Partners
United Kingdom
$367 – – –
EWA
2146
EQ Wealth Advisors
Texas
$92 – – –
MAM
2147
Meeder Asset Management
Ohio
$92 – – –
YDMI
2148
Y.D. More Investments
Israel
$38 -$76 -282 -67%
FGP
2149
Freestone Grove Partners
California
– -$28M -304,147 Closed
SGM
2150
Seven Grand Managers
New York
– -$27.6M -300,000 Closed
84 85
86
87 88