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 %
IIC
1676
Ironwood Investment Counsel
Arizona
$268K -$276 -3 -0.1%
BB
1677
Berkshire Bank
Massachusetts
$268K -$18.6K -203 -7%
DA
1678
Dover Advisors
Virginia
$267K -$22K -240 -8%
CFCI
1679
Comprehensive Financial Consultants Institutional
Indiana
$267K +$30.1K +328 +13%
FWM
1680
FSA Wealth Management
Massachusetts
$266K +$8.08K +88 +3%
WAM
1681
WealthTrust Asset Management
Florida
$266K -$35.7K -389 -12%
LWA
1682
Ledgewood Wealth Advisors
New Hampshire
$266K – – –
IAG
1683
Ipsen Advisor Group
Arkansas
$265K +$826 +9 +0.3%
CAM
1684
Councilmark Asset Management
Tennessee
$265K – – –
4WM
1685
44 Wealth Management
Oregon
$264K +$11.5K +125 +5%
HPIA
1686
Hamilton Point Investment Advisors
North Carolina
$264K – – –
NEWAS
1687
N.E.W. Advisory Services
Wisconsin
$264K +$275 +3 +0.1%
OL
1688
OneFund LLC
Florida
$264K -$2.11K -23 -0.8%
FWM
1689
Forefront Wealth Management
Pennsylvania
$264K +$184 +2 +0.1%
GDP
1690
Great Diamond Partners
Maine
$264K +$264K +2,874 New
CWMS
1691
Cannon Wealth Management Services
North Carolina
$263K – – –
KA
1692
KLCM Advisors
Wisconsin
$263K +$14.1K +154 +6%
TPBG
1693
Turning Point Benefit Group
Maryland
$263K +$4.32K +47 +2%
CCC
1694
Chelsea Counsel Company
California
$262K – – –
NA
1695
Nordwand Advisors
Pennsylvania
$262K +$262K +2,850 New
ACM
1696
Ardent Capital Management
Ohio
$261K -$12.9K -140 -5%
BFA
1697
Beacon Financial Advisory
Ohio
$261K +$261K +2,838 New
AIC
1698
Argus Investors Counsel
New York
$260K -$19.8K -216 -7%
MWM
1699
MBE Wealth Management
Wisconsin
$260K +$184 +2 +0.1%
SA
1700
Strategic Advisors
New York
$259K -$11.1K -121 -4%
66 67
68
69 70