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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 %
Connor, Clark & Lunn Investment Management (CC&L)
2201
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$379K -4,120 Closed
OTL
2202
Oak Thistle LLC
New York
– -$376K -4,085 Closed
BC
2203
Bayforest Capital
United Kingdom
– -$375K -4,078 Closed
AWM
2204
Avior Wealth Management
Nebraska
– -$367K -3,988 Closed
CCB
2205
Cutter & Co Brokerage
Missouri
– -$364K -3,959 Closed
WG
2206
Wealth Group
North Carolina
– -$358K -3,896 Closed
SCM
2207
Stevens Capital Management
Pennsylvania
– -$354K -3,854 Closed
AWM
2208
Altus Wealth Management
Kentucky
– -$350K -3,808 Closed
TVAMP
2209
Tennessee Valley Asset Management Partners
Tennessee
– -$348K -3,785 Closed
Parallax Volatility Advisers
2210
Parallax Volatility Advisers
California
– -$320K -3,477 Closed
ATWA
2211
Arbor Trust Wealth Advisors
Michigan
– -$319K -3,471 Closed
FA
2212
FSA Advisors
Michigan
– -$298K -3,246 Closed
1C
2213
111 Capital
France
– -$252K -2,740 Closed
OFG
2214
Oxford Financial Group
Indiana
– -$248K -2,698 Closed
CFP
2215
Curran Financial Partners
South Carolina
– -$238K -2,591 Closed
QAM
2216
Q3 Asset Management
Michigan
– -$237K -2,586 Closed
KFG
2217
Kingdom Financial Group
Arizona
– -$228K -2,485 Closed
SIA
2218
SkyView Investment Advisors
New Jersey
– -$224K -2,436 Closed
FFA
2219
Founders Financial Alliance
North Carolina
– -$224K -2,431 Closed
ITB
2220
Idaho Trust Bank
Idaho
– -$221K -2,400 Closed
CFM
2221
Catalyst Funds Management
Australia
– -$221K -2,400 Closed
PWP
2222
Phillips Wealth Planners
Mississippi
– -$212K -2,361 Closed
SPWG
2223
Sage Private Wealth Group
Illinois
– -$212K -2,305 Closed
HL
2224
HeadInvest LLC
Maine
– -$210K -2,284 Closed
EGM
2225
Engineers Gate Manager
New York
– -$209K -2,275 Closed
87 88
89
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