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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 %
CCWM
901
Cassaday & Co Wealth Management
Virginia
$1.14M +$43.1K +469 +4%
MSA
902
Marino Stram & Associates
Massachusetts
$1.14M +$13.7K +149 +1%
WWM
903
Western Wealth Management
Colorado
$1.14M -$69.7K -759 -6%
OTPPB
904
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.13M -$744K -8,102 -40%
SWP
905
Strategic Wealth Partners
Ohio
$1.13M +$1.13M +12,301 New
FWP
906
Firethorn Wealth Partners
Georgia
$1.13M -$13.3K -145 -1%
CIAS
907
CFS Investment Advisory Services
New Jersey
$1.13M +$32.7K +356 +3%
ESB
908
Essex Savings Bank
Connecticut
$1.13M – – –
JIP
909
Jaffetilchin Investment Partners
Florida
$1.13M -$23K -250 -2%
WW
910
Waterfront Wealth
Kansas
$1.12M -$34.6K -377 -3%
IAN
911
Integrated Advisors Network
Texas
$1.12M +$4.96K +54 +0.4%
NDBT
912
North Dallas Bank & Trust
Texas
$1.12M +$1.12M +12,176 New
SCI
913
Stableford Capital II
Arizona
$1.11M +$15.3K +160 +1%
SWM
914
SeaCrest Wealth Management
New York
$1.1M -$452K -4,925 -29%
NFC
915
Northstar Financial Companies
Pennsylvania
$1.1M +$349K +3,801 +46%
AFC
916
AFT Forsyth & Company
Florida
$1.1M – – –
WWA
917
WCG Wealth Advisors
Nevada
$1.1M +$1.1M +11,986 New
AFG
918
Allegheny Financial Group
Pennsylvania
$1.09M +$2.2K +24 +0.2%
1IA
919
1834 Investment Advisors
Wisconsin
$1.09M -$30.3K -330 -3%
TBA
920
Tower Bridge Advisors
Pennsylvania
$1.08M +$445K +4,850 +70%
PAMG
921
Patton Albertson Miller Group
Tennessee
$1.07M +$90.4K +985 +9%
BWA
922
BlueChip Wealth Advisors
Georgia
$1.07M +$169K +1,845 +19%
ICA
923
Infrastructure Capital Advisors
New York
$1.07M +$214K +2,329 +25%
SI
924
SCP Investment
California
$1.07M +$165K +1,800 +18%
LFG
925
Larson Financial Group
Missouri
$1.06M +$15.6K +170 +1%
35 36
37
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