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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 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
-27
Holders Change %
-1.24%
% of All Funds
28.8%
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
118
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
$6.33B
3
BlackRock
BlackRock
New York
$8.01B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.61B
5
SCP
Soroban Capital Partners
New York
$376M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.27B
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$43.5M
3
Franklin Resources
Franklin Resources
California
$1.29B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$86.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.87B
Name Holding Trade Value Shares
Change 		Shares
Change %
SOS
801
Silver Oak Securities
Tennessee
$1.45M +$25.2K +274 +2%
SAM
802
Silvercrest Asset Management
New York
$1.44M -$100K -1,091 -6%
HNWAG
803
High Net Worth Advisory Group
Florida
$1.44M -$17.4K -189 -1%
CB
804
Cadence Bank
Mississippi
$1.44M +$40.8K +444 +3%
SFO
805
Stokes Family Office
Louisiana
$1.44M -$17.7K -193 -1%
GA
806
GoalVest Advisory
New York
$1.43M +$18.2K +198 +1%
ISFAN
807
Investor's Fiduciary Advisor Network
Washington
$1.43M -$11.6K -126 -0.8%
CWS
808
Confluence Wealth Services
Pennsylvania
$1.43M +$16.4K +179 +1%
HWP
809
Highline Wealth Partners
California
$1.43M +$92 +1 +0%
IP
810
Interval Partners
New York
$1.43M -$128K -1,391 -8%
BHBT
811
Burke & Herbert Bank & Trust
Virginia
$1.41M – – –
MMA
812
Miracle Mile Advisors
California
$1.4M -$57.7K -628 -4%
ILI
813
Invesco LLC (Illinois)
Illinois
$1.4M +$158K +1,717 +13%
PAG
814
Powers Advisory Group
Illinois
$1.4M +$7.62K +83 +0.5%
CSIC
815
Clifford Swan Investment Counsel
California
$1.39M -$59.3K -646 -4%
VWM
816
Venturi Wealth Management
Texas
$1.39M -$18.5K -201 -1%
LNWWM
817
Laird Norton Wetherby Wealth Management
California
$1.39M +$1.39M +15,095 New
CB
818
Centennial Bank
Arkansas
$1.39M -$20.7K -225 -1%
FC
819
FCA Corp
Texas
$1.38M -$8.54K -93 -0.6%
MIG
820
Meketa Investment Group
Massachusetts
$1.38M -$229K -2,490 -14%
Capstone Investment Advisors
821
Capstone Investment Advisors
New York
$1.38M +$1.38M +15,012 New
AAP
822
Arax Advisory Partners
Colorado
$1.37M +$230K +590 +20%
SW
823
Simplicity Wealth
New Jersey
$1.37M +$1.01M +10,960 +278%
AIA
824
AssuredPartners Investment Advisors
Florida
$1.37M -$246K -2,680 -15%
RFA
825
Register Financial Advisors
Georgia
$1.36M +$39.4K +429 +3%
31 32
33
34 35