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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 %
CFD
1901
Creative Financial Designs
Indiana
$173K -$43.5K -474 -20%
GWP
1902
Gen-Wealth Partners
Michigan
$172K -$3.67K -40 -2%
RA
1903
Ransom Advisory
Rhode Island
$171K – – –
FFO
1904
Fortitude Family Office
Arizona
$171K +$65.9K +718 +63%
CAL
1905
Capital Advisors Ltd
Ohio
$170K – – –
PWM
1906
Proathlete Wealth Management
Florida
$163K +$919 +10 +0.6%
RFG
1907
REAP Financial Group
Texas
$160K +$71.3K +777 +80%
SCM
1908
Silvant Capital Management
Georgia
$159K – – –
RWM
1909
RMG Wealth Management
Wisconsin
$157K +$157K +1,672 New
SAM
1910
S.A. Mason
Michigan
$157K +$11K +120 +8%
HIA
1911
Harbor Investment Advisory
Maryland
$155K -$5.05K -55 -3%
MCM
1912
MV Capital Management
Maryland
$152K -$1.19K -13 -0.8%
HFM
1913
Harvest Fund Management
China
$147K -$73.3K -798 -33%
DMBA
1914
Deseret Mutual Benefit Administrators
Utah
$143K – – –
VNA
1915
Valley National Advisers
Pennsylvania
$143K +$39.9K +436 +39%
CB
1916
Community Bank
New York
$142K – – –
WT
1917
Whittier Trust
California
$138K +$28.7K +312 +26%
FMP
1918
Financial Management Professionals
Texas
$138K +$2.02K +22 +1%
APW
1919
Acima Private Wealth
Virginia
$138K – – –
MSFP
1920
Mark Sheptoff Financial Planning
Connecticut
$137K +$3.67K +40 +3%
BC
1921
Barrett & Company
Rhode Island
$136K – – –
RDFA
1922
Ritter Daniher Financial Advisory
Ohio
$133K +$101K +1,100 +314%
SC
1923
Sawyer & Company
Massachusetts
$133K -$35.8K -390 -21%
TFA
1924
Toth Financial Advisory
Virginia
$127K -$17.9K -195 -12%
SGC
1925
Slocum, Gordon & Co
Rhode Island
$127K -$6.43K -70 -5%
75 76
77
78 79