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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 %
CI
951
Cherokee Insurance
Michigan
$1.01M – – –
CA
952
Claro Advisors
Massachusetts
$1.01M -$979K -10,656 -49%
KCIC
953
Kuhn & Co Investment Counsel
Illinois
$1.01M -$2.2K -24 -0.2%
SLC
954
Second Line Capital
Louisiana
$1.01M +$10.4K +113 +1%
GWM
955
GSB Wealth Management
Connecticut
$1.01M -$63.8K -695 -6%
WKWM
956
Walter & Keenan Wealth Management
Indiana
$1.01M -$10.1K -110 -1%
BS
957
Banco Santander
Spain
$1M +$207K +2,251 +26%
FCM
958
Fourpath Capital Management
Oklahoma
$1,000K -$157K -1,710 -14%
SWM
959
Silverlake Wealth Management
Vermont
$999K +$46.4K +505 +5%
CP
960
Clarendon Private
Massachusetts
$996K +$128K +1,396 +15%
RL
961
Rogco LP
Oklahoma
$995K +$3.86K +42 +0.4%
CA
962
Commerzbank Aktiengesellschaft
Germany
$989K -$2.57K -28 -0.3%
EWM
963
Evercore Wealth Management
New York
$989K -$151K -1,648 -13%
BWP
964
Balboa Wealth Partners
Arizona
$988K -$112K -1,219 -10%
CI
965
Cigna Investments
Connecticut
$987K -$27.4K -298 -3%
FTWA
966
Fifth Third Wealth Advisors
Ohio
$986K -$92 -1 -0%
CT
967
Chicago Trust
Illinois
$985K +$98.7K +1,075 +11%
AIMA
968
Ables Iannone Moore & Associates
Georgia
$985K -$45.5K -496 -4%
GC
969
Gilbert & Cook
Iowa
$984K +$19.9K +217 +2%
EAM
970
Everstar Asset Management
North Carolina
$980K -$11.8K -129 -1%
TPI
971
Trust Point Inc
Wisconsin
$977K +$126K +1,374 +15%
TRCT
972
Tower Research Capital (TRC)
New York
$975K -$7.11M -77,448 -88%
JSW
973
Journey Strategic Wealth
New Jersey
$971K +$450K +4,904 +87%
CTA
974
Chesley Taft & Associates
Illinois
$969K – – –
TBT
975
Texas Bank & Trust
Texas
$965K -$18.6K -203 -2%
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