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 %
4A
1501
4Wealth Advisors
Illinois
$366K -$3.21K -35 -0.9%
BBA
1502
BLB&B Advisors
Pennsylvania
$365K – – –
BAM
1503
Byrne Asset Management
New Jersey
$365K -$18.4K -200 -5%
HA
1504
Huntleigh Advisors
Missouri
$365K +$735 +8 +0.2%
QWP
1505
Quotient Wealth Partners
Texas
$364K +$25.9K +282 +8%
FA
1506
Financial Advisors
Massachusetts
$362K +$3.03K +33 +0.8%
EF
1507
Elite Financial
Idaho
$362K -$13.8K -144 -4%
NHT
1508
New Hampshire Trust
New Hampshire
$361K +$36.1K +393 +11%
MJRIC
1509
Mogy Joel R Investment Counsel
California
$361K – – –
BLAM
1510
Bourne Lent Asset Management
New York
$361K – – –
LOPW
1511
Live Oak Private Wealth
North Carolina
$361K – – –
ST
1512
Spinnaker Trust
Maine
$361K – – –
BTWM
1513
Brass Tax Wealth Management
Ohio
$357K +$33K +359 +10%
AFM
1514
Armstrong Fleming & Moore
District of Columbia
$356K +$356K +3,879 New
LCM
1515
LCM Capital Management
Illinois
$356K +$4.96K +54 +1%
PFWA
1516
Paces Ferry Wealth Advisors
Georgia
$356K -$9.73K -106 -3%
DOA
1517
D'Orazio & Associates
Virginia
$355K +$13.7K +149 +4%
NCM
1518
Narwhal Capital Management
Georgia
$354K – – –
IFWM
1519
Institute for Wealth Management
Colorado
$354K -$2.94K -32 -0.8%
SEIA
1520
Signature Estate & Investment Advisors
California
$354K +$32.8K +357 +10%
AA
1521
Advisory Alpha
Michigan
$353K -$9.55K -104 -3%
CCT
1522
Capital City Trust
Florida
$351K -$195K -2,120 -36%
OBGC
1523
O'Brien Greene & Co
Pennsylvania
$351K – – –
EA
1524
Enclave Advisors
Texas
$350K +$25.8K +281 +8%
MIC
1525
Meridian Investment Counsel
California
$349K – – –
59 60
61
62 63