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Southern Company
SO

Overview Fund Activity

2,138 hedge funds and large institutions have $70.7B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 920 increasing their positions, 719 reducing their positions, and 117 closing their positions.

Holders
2,138
Holders Change
-36
Holders Change %
-1.66%
% of All Funds
28.71%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.32%
New
126
Increased
920
Reduced
719
Closed
117
Calls
$497M
Puts
$156M
Net Calls
+$342M
Net Calls Change
+$125M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.18B
2
Capital World Investors
2
Capital World Investors
California
$733M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.33B
4
BlackRock
4
BlackRock
New York
$8.01B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.61B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.27B
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$43.5M
3
Franklin Resources
3
Franklin Resources
California
$1.29B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$86.6M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.87B
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
101
Capital Investment Advisors
Georgia
$55.7M 606,899 +14,020 +2%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$55.7M 606,446 +30,490 +5%
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
$55.7M 608,418 +68,914 +13%
CIMLRA
104
CBRE Investment Management Listed Real Assets
Pennsylvania
$55.1M 599,631 +319,622 +114%
Canada Life
105
Canada Life
Manitoba, Canada
$54.5M 592,538 +12,275 +2%
State of Wisconsin Investment Board
106
State of Wisconsin Investment Board
Wisconsin
$53.9M 587,445 -27,738 -5%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$53.7M 584,676 +5,881 +1%
VDI
108
Vaughan David Investments
Illinois
$53.3M 580,501 +2,032 +0.4%
LWANC
109
Laurel Wealth Advisors (North Carolina)
North Carolina
$48.1M 4,421,331 +4,373,271 +9,100%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$47.9M 522,032 +3,760 +0.7%
Asset Management One
111
Asset Management One
Japan
$47.3M 515,060 +903 +0.2%
Treasurer of the State of North Carolina
112
Treasurer of the State of North Carolina
North Carolina
$47.3M 514,736 +13,392 +3%
Osaic Holdings
113
Osaic Holdings
Arizona
$45.1M 527,995 +28,969 +6%
Aberdeen Group
114
Aberdeen Group
United Kingdom
$44.5M 484,908 +34,875 +8%
RAM
115
Resona Asset Management
Japan
$44.1M 481,309 +37,036 +8%
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
$43.5M 473,814 -1,702,349 -78%
Toronto Dominion Bank
117
Toronto Dominion Bank
Ontario, Canada
$42.6M 464,377 +68,620 +17%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.5M 451,487 -3,675 -0.8%
SEI Investments
119
SEI Investments
Pennsylvania
$41.3M 449,960 +29,821 +7%
Creative Planning
120
Creative Planning
Kansas
$41.3M 449,301 +3,805 +0.9%
National Bank of Canada
121
National Bank of Canada
Quebec, Canada
$41.2M 448,198 -69,827 -13%
Corient Private Wealth
122
Corient Private Wealth
Florida
$40.3M 438,303 +239,113 +120%
DnB Asset Management
123
DnB Asset Management
Norway
$40.1M 436,178 -36,707 -8%
AQR Capital Management
124
AQR Capital Management
Connecticut
$39.8M 437,147 -22,982 -5%
Teacher Retirement System of Texas
125
Teacher Retirement System of Texas
Texas
$39.7M 432,176 -57,203 -12%
3 4
5
6 7