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 %
CTA
1301
Colonial Trust Advisors
South Carolina
$502K +$17.2K +187 +4%
MC
1302
Mathes Company
New York
$500K – – –
BCM
1303
Bienville Capital Management
New York
$500K +$3.86K +42 +0.8%
CA
1304
Calton & Associates
Florida
$499K +$206K +2,245 +70%
CPRC
1305
Consolidated Portfolio Review Corp
New York
$499K +$20.5K +223 +4%
TWM
1306
Triton Wealth Management
Arizona
$499K +$499K +5,250 New
GSWA
1307
Good Steward Wealth Advisors
Tennessee
$497K -$106K -1,151 -18%
BA
1308
Bridgewater Advisors
New York
$497K +$30.7K +330 +7%
SWGC
1309
Summit Wealth Group (Colorado)
Colorado
$496K +$496K +5,402 New
MAWA
1310
Moss Adams Wealth Advisors
Washington
$496K +$7.07K +77 +1%
BAM
1311
BOS Asset Management
Illinois
$496K – – –
PA
1312
Probity Advisors
Texas
$496K -$45.9K -500 -8%
WIC
1313
Wilkins Investment Counsel
Massachusetts
$496K – – –
CWD
1314
Clarity Wealth Development
Oregon
$496K – – –
PWAM
1315
Pinnacle West Asset Management
Wyoming
$495K -$918 -10 -0.2%
APC
1316
Asset Planning Corporation
Tennessee
$495K -$169K -1,845 -26%
MW
1317
MBL Wealth
North Carolina
$494K +$28.9K +315 +6%
TA
1318
TruWealth Advisors
Louisiana
$493K -$92 -1 -0%
CAM
1319
Cozad Asset Management
Illinois
$491K +$18.4K +200 +4%
EE
1320
EWG Elevate
California
$488K +$59.6K +649 +14%
TCM
1321
Tributary Capital Management
Nebraska
$488K -$9.18K -100 -2%
DWM
1322
Drive Wealth Management
Utah
$488K +$63.2K +688 +15%
PFA
1323
Pure Financial Advisors
California
$486K +$199K +2,170 +69%
VR
1324
Valued Retirements
Texas
$485K +$37.6K +410 +8%
CA
1325
Cornerstone Advisory
Maryland
$485K +$6.89K +75 +1%
51 52
53
54 55