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 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
-27
Holders Change %
-1.24%
% of All Funds
28.8%
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
118
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
$6.33B
3
BlackRock
BlackRock
New York
$8.01B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.61B
5
SCP
Soroban Capital Partners
New York
$376M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.27B
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$43.5M
3
Franklin Resources
Franklin Resources
California
$1.29B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$86.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.87B
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
101
Capital Investment Advisors
Georgia
$55.7M +$1.29M +14,020 +2%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$55.7M +$2.8M +30,490 +5%
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
$55.7M +$6.31M +68,914 +13%
Schroder Investment Management Group
104
Schroder Investment Management Group
United Kingdom
$55.7M -$973K -10,599 -2%
CIMLRA
105
CBRE Investment Management Listed Real Assets
Pennsylvania
$55.1M +$29.4M +319,622 +114%
Canada Life
106
Canada Life
Manitoba, Canada
$54.5M +$1.13M +12,275 +2%
State of Wisconsin Investment Board
107
State of Wisconsin Investment Board
Wisconsin
$53.9M -$2.55M -27,738 -5%
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$53.7M +$540K +5,881 +1%
VDI
109
Vaughan David Investments
Illinois
$53.3M +$187K +2,032 +0.4%
LWANC
110
Laurel Wealth Advisors (North Carolina)
North Carolina
$48.1M +$47.6M +4,373,271 +9,100%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$47.9M +$345K +3,760 +0.7%
Asset Management One
112
Asset Management One
Japan
$47.3M +$82.9K +903 +0.2%
Treasurer of the State of North Carolina
113
Treasurer of the State of North Carolina
North Carolina
$47.3M +$1.23M +13,392 +3%
Osaic Holdings
114
Osaic Holdings
Arizona
$45.1M +$2.47M +28,969 +6%
Aberdeen Group
115
Aberdeen Group
United Kingdom
$44.5M +$3.2M +34,875 +8%
RAM
116
Resona Asset Management
Japan
$44.1M +$3.4M +37,036 +8%
Qube Research & Technologies (QRT)
117
Qube Research & Technologies (QRT)
United Kingdom
$43.5M -$156M -1,702,349 -78%
Toronto Dominion Bank
118
Toronto Dominion Bank
Ontario, Canada
$42.6M +$6.3M +68,620 +17%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.5M -$337K -3,675 -0.8%
SEI Investments
120
SEI Investments
Pennsylvania
$41.3M +$2.74M +29,821 +7%
Creative Planning
121
Creative Planning
Kansas
$41.3M +$349K +3,805 +0.9%
National Bank of Canada
122
National Bank of Canada
Quebec, Canada
$41.2M -$6.41M -69,827 -13%
Corient Private Wealth
123
Corient Private Wealth
Florida
$40.3M +$22M +239,113 +120%
DnB Asset Management
124
DnB Asset Management
Norway
$40.1M -$3.37M -36,707 -8%
AQR Capital Management
125
AQR Capital Management
Connecticut
$39.8M -$2.09M -22,982 -5%
3 4
5
6 7