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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 %
AB
201
Amalgamated Bank
New York
$19.9M +$2.39K +26 +0%
Hudson Bay Capital Management
202
Hudson Bay Capital Management
Connecticut
$19.9M -$2.29M -24,901 -10%
LMIM
203
Lockheed Martin Investment Management
Maryland
$19.8M +$5.87M +63,930 +42%
ProShare Advisors
204
ProShare Advisors
Maryland
$19.6M +$1.81M +19,661 +10%
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$19.6M +$1.69M +18,394 +9%
NA
206
NewEdge Advisors
Louisiana
$19.1M -$270K -2,942 -1%
SCTC
207
Sanibel Captiva Trust Company
Florida
$19.1M -$567K -6,175 -3%
Calamos Advisors
208
Calamos Advisors
Illinois
$18.8M +$26.6K +290 +0.1%
CIC
209
Carnegie Investment Counsel
Ohio
$18.8M +$1.13M +12,314 +6%
FIA
210
Foundations Investment Advisors
Arizona
$18.7M +$3.6M +39,186 +24%
QCM
211
Quantinno Capital Management
New York
$18.5M +$4.63M +50,450 +33%
LIM
212
Leavell Investment Management
Alabama
$17.6M +$608K +6,623 +4%
TIAA Trust, National Association
213
TIAA Trust, National Association
North Carolina
$17.5M -$3.25M -35,391 -16%
CAMG
214
CWA Asset Management Group
Florida
$17.3M -$335K -3,653 -2%
NPA
215
Nichols & Pratt Advisers
Massachusetts
$17.1M +$123K +1,343 +0.7%
DekaBank Deutsche Girozentrale
216
DekaBank Deutsche Girozentrale
Germany
$16.7M +$460K +5,067 +3%
URS
217
Utah Retirement Systems
Utah
$16.6M -$69.1K -752 -0.4%
Kayne Anderson Rudnick Investment Management
218
Kayne Anderson Rudnick Investment Management
California
$16.6M +$457K +4,977 +3%
GCM
219
Greenland Capital Management
New York
$16.5M +$3.66M +39,818 +29%
AF
220
Allworth Financial
California
$16.4M +$992K +10,805 +6%
UIM
221
USS Investment Management
United Kingdom
$16.1M – – –
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$16M +$8.37M +91,098 +110%
X
223
Xponance
Pennsylvania
$16M +$1.55M +16,834 +11%
DIA
224
Davidson Investment Advisors
Montana
$15.9M +$175K +1,905 +1%
BCIM
225
British Columbia Investment Management
British Columbia, Canada
$15.8M -$3.39M -36,948 -18%
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