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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 %
SOADOR
276
State of Alaska Department of Revenue
Alaska
$11.3M -$464K -5,055 -4%
Fisher Asset Management
277
Fisher Asset Management
Washington
$11.2M +$563K +6,129 +5%
PA
278
Pinnacle Associates
New York
$11.2M -$478K -5,202 -4%
RA
279
RFG Advisory
Alabama
$11.2M +$1.15M +12,491 +11%
SWMG
280
Signature Wealth Management Group
Georgia
$11.1M -$59.8K -651 -0.5%
RAM
281
RWC Asset Management
United Kingdom
$11M -$34.4K -375 -0.3%
KCM
282
Kanawha Capital Management
Virginia
$10.9M +$287K +3,123 +3%
WP
283
Woodline Partners
California
$10.9M +$2.42M +26,314 +28%
Rafferty Asset Management
284
Rafferty Asset Management
New York
$10.8M +$1.79M +19,510 +20%
IIM
285
INTECH Investment Management
Florida
$10.8M +$140K +1,526 +1%
FPW
286
Fairvoy Private Wealth
Alabama
$10.8M -$6.8K -74 -0.1%
SI
287
Stephens Inc
Arkansas
$10.8M +$31.4K +342 +0.3%
RT
288
Rockland Trust
Massachusetts
$10.7M -$200K -2,179 -2%
PAG
289
Private Advisor Group
New Jersey
$10.6M +$438K +4,765 +4%
GT
290
Glenview Trust
Kentucky
$10.6M +$9.28M +101,085 +712%
Luther King Capital Management (LKCM)
291
Luther King Capital Management (LKCM)
Texas
$10.6M -$124K -1,347 -1%
D.E. Shaw & Co
292
D.E. Shaw & Co
New York
$10.5M -$24M -260,825 -70%
SG Americas Securities
293
SG Americas Securities
New York
$10.5M -$1.32M -14,360 -11%
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$9.94M -$7.44K -81 -0.1%
KWM
295
Kingsview Wealth Management
Oregon
$9.94M +$6.62M +72,133 +200%
TH
296
TCTC Holdings
Texas
$9.81M -$24.5K -267 -0.2%
BWFA
297
Baltimore-Washington Financial Advisors
Maryland
$9.77M +$1.55M +16,913 +19%
KP
298
Keel Point
Alabama
$9.71M +$353K +3,848 +4%
Pacer Advisors
299
Pacer Advisors
Pennsylvania
$9.65M +$3.13M +34,031 +48%
BB
300
Bell Bank
North Dakota
$9.61M -$1.88M -20,435 -16%
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