SO icon

Southern Company
SO

Overview Fund Activity

2,145 hedge funds and large institutions have $70.8B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 924 increasing their positions, 721 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,145
Holders Change
-29
Holders Change %
-1.33%
% 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
127
Increased
924
Reduced
721
Closed
118
Calls
$599M
Puts
$214M
Net Calls
+$385M
Net Calls Change
+$168M

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 Holding Trade Value Shares
Change 		Shares
Change %
LIA
601
LBMC Investment Advisors
Tennessee
$2.69M -$201K -2,192 -7%
PIM
602
Pullen Investment Management
Florida
$2.68M -$37.6K -409 -1%
HNB
603
Hilltop National Bank
Wyoming
$2.65M +$2.65M +28,833 New
JCM
604
Jacobi Capital Management
Pennsylvania
$2.63M +$15.4K +168 +0.6%
CCT
605
Chemung Canal Trust
New York
$2.63M -$430K -4,687 -14%
RC
606
Rahlfs Capital
Texas
$2.61M -$110K -1,200 -4%
TA
607
TFG Advisers
Michigan
$2.6M -$2.11K -23 -0.1%
SIG
608
Sargent Investment Group
Maryland
$2.6M +$2.16M +22,806 +494%
TWP
609
Tyche Wealth Partners
Texas
$2.58M +$2.85K +31 +0.1%
AIC
610
Aurora Investment Counsel
Georgia
$2.57M +$47.1K +513 +2%
MOS
611
MGO One Seven
Ohio
$2.54M +$9.09K +99 +0.4%
GVAG
612
Great Valley Advisor Group
Delaware
$2.52M -$314K -3,419 -11%
BCM
613
Bayesian Capital Management
New York
$2.51M +$2.51M +27,300 New
CPSAC
614
Chas P. Smith & Associates (CPS)
Florida
$2.49M -$4.5K -49 -0.2%
SC
615
Soundwatch Capital
Connecticut
$2.49M +$2.49M +1,125,364 New
EMPI
616
Elo Mutual Pension Insurance
Finland
$2.49M +$101K +1,099 +4%
GH
617
GAM Holding
Switzerland
$2.49M +$7.62K +83 +0.3%
FA
618
Fiduciary Alliance
South Carolina
$2.48M +$48.4K +527 +2%
AFP
619
Ausdal Financial Partners
Iowa
$2.46M +$1.94M +21,151 +372%
OHWP
620
Oak Harbor Wealth Partners
North Carolina
$2.46M +$352K +3,835 +17%
TI
621
Tidal Investments
Wisconsin
$2.46M +$610K +6,645 +33%
VRM
622
Vectors Research Management
New York
$2.45M -$20.4K -222 -0.8%
HTIM
623
Harbour Trust & Investment Management
Indiana
$2.43M -$4.59K -50 -0.2%
QC
624
Quadrature Capital
United Kingdom
$2.42M +$2.42M +26,372 New
LHC
625
Little House Capital
Massachusetts
$2.42M -$181K -1,974 -7%
23 24
25
26 27