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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 %
SWMG
276
Signature Wealth Management Group
Georgia
$11.1M 121,009 -651 -0.5%
RAM
277
RWC Asset Management
United Kingdom
$11M 120,024 -375 -0.3%
KCM
278
Kanawha Capital Management
Virginia
$10.9M 118,980 +3,123 +3%
WP
279
Woodline Partners
California
$10.9M 118,883 +26,314 +28%
Rafferty Asset Management
280
Rafferty Asset Management
New York
$10.8M 118,110 +19,510 +20%
IIM
281
INTECH Investment Management
Florida
$10.8M 117,585 +1,526 +1%
FPW
282
Fairvoy Private Wealth
Alabama
$10.8M 117,483 -74 -0.1%
SI
283
Stephens Inc
Arkansas
$10.8M 117,189 +342 +0.3%
RT
284
Rockland Trust
Massachusetts
$10.7M 116,850 -2,179 -2%
PAG
285
Private Advisor Group
New Jersey
$10.6M 115,534 +4,765 +4%
GT
286
Glenview Trust
Kentucky
$10.6M 115,283 +101,085 +712%
Luther King Capital Management (LKCM)
287
Luther King Capital Management (LKCM)
Texas
$10.6M 114,920 -1,347 -1%
D.E. Shaw & Co
288
D.E. Shaw & Co
New York
$10.5M 114,192 -260,825 -70%
SG Americas Securities
289
SG Americas Securities
New York
$10.5M 114,138 -14,360 -11%
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$9.94M 108,279 -81 -0.1%
KWM
291
Kingsview Wealth Management
Oregon
$9.94M 108,226 +72,133 +200%
TH
292
TCTC Holdings
Texas
$9.81M 106,833 -267 -0.2%
BWFA
293
Baltimore-Washington Financial Advisors
Maryland
$9.77M 106,443 +16,913 +19%
KP
294
Keel Point
Alabama
$9.71M 105,700 +3,848 +4%
Pacer Advisors
295
Pacer Advisors
Pennsylvania
$9.65M 105,038 +34,031 +48%
BB
296
Bell Bank
North Dakota
$9.61M 104,638 -20,435 -16%
PWP
297
Principle Wealth Partners
Connecticut
$9.58M 104,317 -605 -0.6%
ACIM
298
Azimuth Capital Investment Management
Michigan
$9.56M 104,100 +1,562 +2%
NIM
299
NEOS Investment Management
Connecticut
$9.5M 103,398 +21,390 +26%
IA
300
IFG Advisory
Georgia
$9.46M 103,041 +2,819 +3%
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