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Southern Company
SO

Overview Fund Activity

2,145 hedge funds and large institutions have $70.8B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 924 increasing their positions, 721 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,145
Holders Change
-29
Holders Change %
-1.33%
% of All Funds
28.79%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.32%
New
127
Increased
924
Reduced
721
Closed
118
Calls
$599M
Puts
$214M
Net Calls
+$385M
Net Calls Change
+$168M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$733M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.33B
3
BlackRock
3
BlackRock
New York
$8.01B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.61B
5
SCP
5
Soroban Capital Partners
New York
$376M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.27B
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$43.5M
3
Franklin Resources
3
Franklin Resources
California
$1.29B
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$86.6M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.87B
Name Holding Trade Value Shares
Change 		Shares
Change %
OAJ
2101
Ogorek Anthony Joseph
New York
$9K – – –
MSWA
2102
Marshall & Sterling Wealth Advisors
New York
$8.73K – – –
PCM
2103
Penserra Capital Management
California
$8K -$1.26M -14,646 -99%
LFA
2104
LGT Financial Advisors
Texas
$7.99K +$7.99K +87 New
WCM
2105
WealthTrak Capital Management
Virginia
$7.81K +$918 +10 +13%
CWA
2106
Carolina Wealth Advisors
South Carolina
$7.44K – – –
FWP
2107
Fiduciary Wealth Partners
Massachusetts
$7.35K -$196K -2,138 -96%
BFS
2108
Bare Financial Services
Pennsylvania
$7.16K +$6.7K +73 +1,460%
NWM
2109
Nova Wealth Management
Florida
$6.85K +$6.21K +68 +971%
WA
2110
Whipplewood Advisors
Colorado
$6.7K -$44.1K -480 -87%
LWA
2111
Lowe Wealth Advisors
Maryland
$6.7K – – –
GC
2112
GFG Capital
Florida
$6.43K +$6.43K +70 New
RS
2113
Rakuten Securities
Japan
$6.24K -$184 -2 -3%
BFS
2114
Burkett Financial Services
South Carolina
$5.7K – – –
PWA
2115
Principia Wealth Advisory
Texas
$5.51K +$826 +9 +18%
TIM
2116
Total Investment Management
Arizona
$5.51K +$5.51K +60 New
FP
2117
Financial Perspectives
Minnesota
$5.32K – – –
ACA
2118
Atlas Capital Advisors
Wyoming
$4.32K – – –
T
2119
TOBAM
France
$4K -$214K -2,461 -98%
DPW
2120
DiNuzzo Private Wealth
Pennsylvania
$3.67K -$92 -1 -2%
VWA
2121
Valued Wealth Advisors
Utah
$3.64K +$911 +10 +33%
MWM
2122
MorganRosel Wealth Management
Colorado
$3.31K – – –
RI
2123
Ridgewood Investments
New Jersey
$3.21K – – –
RWM
2124
Rialto Wealth Management
New York
$3.12K +$3.12K +34 New
BHWM
2125
Bay Harbor Wealth Management
Maryland
$3.12K +$1.38K +15 +79%
83 84
85
86 87