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Southern Company
SO

Overview Fund Activity

2,138 hedge funds and large institutions have $70.7B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 920 increasing their positions, 719 reducing their positions, and 117 closing their positions.

Holders
2,138
Holders Change
-36
Holders Change %
-1.66%
% of All Funds
28.71%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.32%
New
126
Increased
920
Reduced
719
Closed
117
Calls
$497M
Puts
$156M
Net Calls
+$342M
Net Calls Change
+$125M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.18B
2
Capital World Investors
2
Capital World Investors
California
$733M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.33B
4
BlackRock
4
BlackRock
New York
$8.01B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.61B

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 Market Value Shares Shares
Change 		Shares
Change %
WAOTB
2226
Wealth Advisors of Tampa Bay
Florida
– – -1,369 Closed
RWM
2227
Ruedi Wealth Management
Illinois
– – -1,329 Closed
TIAAOA
2228
Teachers Insurance & Annuity Association of America
New York
– – -1,264 Closed
CCM
2229
Cutler Capital Management
Massachusetts
– – -1,258 Closed
QL
2230
Quarry LP
New York
– – -507 Closed
SCB
2231
Saudi Central Bank
Saudi Arabia
– – -431 Closed
FWA
2232
FSC Wealth Advisors
New York
– – -346 Closed
GFPC
2233
Global Financial Private Client
Florida
– – -320 Closed
PK
2234
Pflug Koory
Nebraska
– – -306 Closed
TCPG
2235
Trivant Custom Portfolio Group
California
– – -300 Closed
TC
2236
Trust Company
Kansas
– – -200 Closed
HC
2237
Hoese & Co
Minnesota
– – -200 Closed
SIM
2238
Studio Investment Management
Illinois
– – -190 Closed
GWM
2239
Graybill Wealth Management
Illinois
– – -190 Closed
GWM
2240
Guardian Wealth Management
Illinois
– – -117 Closed
CCM
2241
Cloud Capital Management
Washington
– – -112 Closed
PP
2242
Pingora Partners
Wyoming
– – -100 Closed
AF
2243
Atala Financial
California
– – -80 Closed
HHGA
2244
Halbert Hargrove Global Advisors
California
– – -77 Closed
MIA
2245
MeadowBrook Investment Advisors
Michigan
– – -75 Closed
APF
2246
Alaska Permanent Fund
Alaska
– – -73 Closed
SIM
2247
Synergy Investment Management
Florida
– – -68 Closed
EA
2248
Evolution Advisers
Virginia
– – -60 Closed
FPF
2249
First Pacific Financial
Washington
– – -55 Closed
BWM
2250
Bernard Wealth Management
Michigan
– – -41 Closed
87 88 89
90
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