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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 %
FT
1026
Fiduciary Trust
Massachusetts
$865K +$134K +1,460 +18%
TWM
1027
Trueblood Wealth Management
Ohio
$865K -$19.9K -217 -2%
MA
1028
MONECO Advisors
Connecticut
$864K -$3.58K -39 -0.4%
ES
1029
Eagle Strategies
New York
$864K +$276 +3 +0%
FIM
1030
Freedom Investment Management
Connecticut
$863K -$61.3K -668 -7%
SGI
1031
Summit Global Investments
Utah
$863K +$24.3K +264 +3%
AWM
1032
Affinity Wealth Management
Delaware
$857K +$5.79K +63 +0.7%
XWM
1033
Xcel Wealth Management
Florida
$849K +$39.9K +434 +5%
RAG
1034
RIA Advisory Group
Iowa
$848K -$92K -1,002 -10%
AV
1035
Alamea Verwaltungs
New Jersey
$847K +$282K +3,074 +50%
MAM
1036
Mainsail Asset Management
Alabama
$843K +$1.19K +13 +0.1%
AWM
1037
Aberdeen Wealth Management
Illinois
$843K +$459 +5 +0.1%
BCV
1038
Banque Cantonale Vaudoise
Switzerland
$840K -$104K -1,128 -11%
SW
1039
SteelPeak Wealth
California
$839K +$178K +1,942 +27%
CA
1040
Cornerstone Advisors
North Carolina
$836K -$4.08M -44,400 -83%
IA
1041
Inspire Advisors
Idaho
$836K -$30.6K -333 -4%
NAM
1042
NorthCrest Asset Manangement
Minnesota
$833K +$64K +699 +8%
WTFG
1043
Wells Trecaso Financial Group
Ohio
$832K – – –
Lazard Asset Management
1044
Lazard Asset Management
New York
$831K +$6.15K +67 +0.7%
Vontobel Holding
1045
Vontobel Holding
Switzerland
$827K -$528K -5,745 -39%
CCFM
1046
Clear Creek Financial Management
Washington
$827K -$27.7K -302 -3%
SIC
1047
Salem Investment Counselors
North Carolina
$827K -$12.8K -139 -2%
SFG
1048
SevenBridge Financial Group
Pennsylvania
$825K -$259K -2,759 -24%
BCG
1049
Breakwater Capital Group
New Jersey
$822K +$92 +1 +0%
NG
1050
Norden Group
Utah
$822K +$105K +1,144 +15%
40 41
42
43 44