SO icon

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 118 closing their positions.

Holders
2,138
Holders Change
-36
Holders Change %
-1.66%
% of All Funds
28.7%
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
118
Calls
$497M
Puts
$156M
Net Calls
+$342M
Net Calls Change
+$125M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$733M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.33B
3
BlackRock
3
BlackRock
New York
$8.01B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.61B
5
SCP
5
Soroban Capital Partners
New York
$376M

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 %
RWM
476
Rench Wealth Management
Texas
$4.11M 44,786 +300 +0.7%
PAS
477
Park Avenue Securities
New York
$4.1M 44,632 +44,632 New
CWP
478
Concord Wealth Partners
Virginia
$4.09M 44,504 +1,672 +4%
CAMV
479
Concord Asset Management (Virginia)
Virginia
$4.09M 44,504 +5,323 +14%
LFAS
480
Level Four Advisory Services
Texas
$4.09M 44,489 +355 +0.8%
DE
481
Diversified Enterprises
Delaware
$4.08M 44,390 +4,602 +12%
B
482
Bailard
California
$4.05M 44,096 +545 +1%
AWM
483
AE Wealth Management
Kansas
$4.04M 43,986 +181 +0.4%
FFA
484
Farther Finance Advisors
California
$4.03M 43,859 +3,268 +8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
485
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.03M 43,843 +30,780 +236%
PAM
486
Palisade Asset Management
Minnesota
$4.02M 43,817 -1,650 -4%
MIM
487
MTM Investment Management
South Carolina
$4M 43,597 -344 -0.8%
BAMF
488
BI Asset Management Fondsmaeglerselskab
Denmark
$4M 43,586 -53,446 -55%
WFG
489
Wills Financial Group
Virginia
$3.99M 43,461 +1,994 +5%
GLA
490
Great Lakes Advisors
Illinois
$3.98M 43,360 +12 +0%
TA
491
TrueWealth Advisors
Alabama
$3.98M 43,346 +1,664 +4%
ZBNA
492
Zions Bancorporation, National Association
Utah
$3.95M 43,065 -16,016 -27%
ATC
493
Argent Trust Co
Tennessee
$3.95M 43,039 +3,389 +9%
GAM
494
Gotham Asset Management
New York
$3.88M 42,227 -62,820 -60%
BCM
495
Buckhead Capital Management
Georgia
$3.87M 42,194 -22,541 -35%
HI
496
Horizon Investments
North Carolina
$3.87M 42,169 +20,717 +97%
Los Angeles Capital Management
497
Los Angeles Capital Management
California
$3.85M 41,880 -26,764 -39%
CNBT
498
Canandaigua National Bank & Trust
New York
$3.82M 41,546 +1,099 +3%
WC
499
Waterloo Capital
Texas
$3.81M 41,460 +3,860 +10%
OIA
500
OneDigital Investment Advisors
Kansas
$3.8M 41,396 -628 -1%
18 19
20
21 22