SO icon

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 %
BMC
1076
Benin Management Corp
Connecticut
$779K +$9.18K +100 +1%
VH
1077
Visionary Horizons
Tennessee
$777K -$1.29K -14 -0.2%
GLLW
1078
Graves Light Lenhart Wealth
Virginia
$775K -$89.6K -976 -10%
VBCG
1079
Valley Brook Capital Group
Pennsylvania
$772K +$4.78K +52 +0.6%
GBT
1080
Grove Bank & Trust
Florida
$772K +$7.26K +79 +0.9%
CI
1081
CX Institutional
Indiana
$769K +$24.6K +268 +3%
NSIM
1082
North Star Investment Management
Illinois
$768K -$48.2K -525 -6%
RB
1083
Rodgers Brothers
Pennsylvania
$766K – – –
SSWM
1084
Smith Salley Wealth Management
North Carolina
$766K -$24.9K -271 -3%
BAM
1085
Belpointe Asset Management
Nevada
$765K -$94.7K -1,031 -11%
SP
1086
Successful Portfolios
Florida
$764K +$92 +1 +0%
LW
1087
Linscomb Wealth
Texas
$763K -$236K -2,566 -24%
PNC
1088
Park National Corp
Ohio
$761K -$3.49K -38 -0.5%
ACP
1089
Aviance Capital Partners
Florida
$759K +$5.05K +55 +0.7%
WLIM
1090
White Lighthouse Investment Management
Massachusetts
$753K +$4.22K +46 +0.6%
AGP
1091
Autumn Glory Partners
Texas
$752K – – –
LFP
1092
Lakeshore Financial Planning
Michigan
$750K +$5.33K +58 +0.7%
RGC
1093
Roberts, Glore & Co
Illinois
$746K -$41.3K -450 -5%
PCMF
1094
Private Capital Management (Florida)
Florida
$746K – – –
GWA
1095
Geometric Wealth Advisors
District of Columbia
$737K +$2.11K +23 +0.3%
AIC
1096
Archer Investment Corporation
Indiana
$735K – – –
WAL
1097
W Advisors LLC
Tennessee
$735K -$1.38K -15 -0.2%
SAW
1098
Signal Advisors Wealth
Michigan
$734K +$378K +4,113 +106%
PSFG
1099
Park Square Financial Group
Georgia
$733K -$14.2K -155 -2%
GSEP
1100
Golden State Equity Partners
California
$730K +$5.69K +62 +0.8%
42 43
44
45 46