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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 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
-27
Holders Change %
-1.24%
% 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
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
+$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 %
RWA
2226
Roberts Wealth Advisors
California
– -$209K -2,271 Closed
TCM
2227
Tandem Capital Management
New Jersey
– -$206K -2,235 Closed
JCFM
2228
JBR Co Financial Management
Oklahoma
– -$204K -2,215 Closed
RG
2229
Rathbones Group
United Kingdom
– -$203K -2,210 Closed
PIP
2230
Peachtree Investment Partners
Florida
– -$203K -2,202 Closed
RIA
2231
Realta Investment Advisors
Delaware
– -$200K -2,179 Closed
MI
2232
Motiv8 Investments
Florida
– -$200K -2,177 Closed
PPWM
2233
PFG Private Wealth Management
Florida
– -$177K -1,922 Closed
AFS
2234
Anderson Financial Strategies
Ohio
– -$165K -1,795 Closed
GP
2235
Greenline Partners
New York
– -$159K -1,733 Closed
WAOTB
2236
Wealth Advisors of Tampa Bay
Florida
– -$126K -1,369 Closed
RWM
2237
Ruedi Wealth Management
Illinois
– -$122K -1,329 Closed
TIAAOA
2238
Teachers Insurance & Annuity Association of America
New York
– -$116K -1,264 Closed
CCM
2239
Cutler Capital Management
Massachusetts
– -$116K -1,258 Closed
QL
2240
Quarry LP
New York
– -$46.6K -507 Closed
SCB
2241
Saudi Central Bank
Saudi Arabia
– -$39.6K -431 Closed
FWA
2242
FSC Wealth Advisors
New York
– -$31.9K -346 Closed
GFPC
2243
Global Financial Private Client
Florida
– -$29.4K -320 Closed
PK
2244
Pflug Koory
Nebraska
– -$28.1K -306 Closed
TCPG
2245
Trivant Custom Portfolio Group
California
– -$27.6K -300 Closed
TC
2246
Trust Company
Kansas
– -$18.4K -200 Closed
HC
2247
Hoese & Co
Minnesota
– -$18.4K -200 Closed
SIM
2248
Studio Investment Management
Illinois
– -$17.5K -190 Closed
GWM
2249
Graybill Wealth Management
Illinois
– -$17.5K -190 Closed
GWM
2250
Guardian Wealth Management
Illinois
– -$10.8K -117 Closed
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