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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 %
UBS Group
26
UBS Group
Switzerland
$383M 4,171,860 -618,555 -13%
SCP
27
Soroban Capital Partners
New York
$376M 4,097,422 +1,867,912 +84%
Pictet Asset Management
28
Pictet Asset Management
Switzerland
$365M 3,976,531 +329,738 +9%
Wells Fargo
29
Wells Fargo
California
$352M 3,837,981 -159,647 -4%
Swiss National Bank
30
Swiss National Bank
Switzerland
$305M 3,320,200 +229,900 +7%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$280M 3,050,380 +11,347 +0.4%
Marshall Wace
32
Marshall Wace
United Kingdom
$277M 3,020,895 -667,542 -18%
Ensign Peak Advisors
33
Ensign Peak Advisors
Utah
$276M 3,007,951 +72,341 +2%
Raymond James Financial
34
Raymond James Financial
Florida
$262M 2,850,056 -73,016 -2%
Barclays
35
Barclays
United Kingdom
$254M 2,764,813 +321,651 +13%
National Pension Service
36
National Pension Service
South Korea
$249M 2,706,225 -74,300 -3%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$243M 2,651,091 +33,533 +1%
Jennison Associates
38
Jennison Associates
New York
$236M 2,565,858 +403,929 +19%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$230M 2,500,656 +14,361 +0.6%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$227M 2,475,729 -20,803 -0.8%
LPL Financial
41
LPL Financial
California
$227M 2,469,887 +117,985 +5%
Citadel Advisors
42
Citadel Advisors
Florida
$217M 2,364,908 -70,651 -3%
Federated Hermes
43
Federated Hermes
Pennsylvania
$215M 2,343,596 -702,697 -23%
Amundi
44
Amundi
France
$213M 2,340,475 +627,779 +37%
COPPSERS
45
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$195M 2,120,654 +29,904 +1%
Mitsubishi UFJ Asset Management
46
Mitsubishi UFJ Asset Management
Japan
$194M 2,111,001 +164,097 +8%
Deutsche Bank
47
Deutsche Bank
Germany
$177M 1,932,571 +6,115 +0.3%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$177M 1,922,888 -42,210 -2%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$165M 1,801,472 -22,451 -1%
SF
50
Synovus Financial
Georgia
$155M 1,691,153 -195,729 -10%
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