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Southern Company
SO

Overview Fund Activity

2,174 hedge funds and large institutions have $68B invested in Southern Company in 2025 Q1 according to their latest regulatory filings, with 225 funds opening new positions, 896 increasing their positions, 727 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,174
Holders Change
+76
Holders Change %
+3.62%
% of All Funds
29.53%
Holding in Top 10
25
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+127.27%
% of All Funds
0.34%
New
225
Increased
896
Reduced
727
Closed
105
Calls
$502M
Puts
$284M
Net Calls
+$217M
Net Calls Change
+$124M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$715M
2
SCP
Soroban Capital Partners
New York
+$205M
3
Citadel Advisors
Citadel Advisors
Florida
+$203M
4
Bank of America
Bank of America
North Carolina
+$177M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$131M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.36B
2
Capital International Investors
Capital International Investors
California
-$135M
3
Renaissance Technologies
Renaissance Technologies
New York
-$108M
4
Goldman Sachs
Goldman Sachs
New York
-$99.8M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$99M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
276
Independent Advisor Alliance
North Carolina
$11.6M -$1.27M -13,759 -10%
BB
277
Bell Bank
North Dakota
$11.5M +$300K +3,261 +3%
PFP
278
Pinnacle Financial Partners
Tennessee
$11.4M -$369K -4,046 -3%
VPIM
279
Vanguard Personalized Indexing Management
California
$11.3M +$1.12M +12,195 +11%
P
280
&Partners
Tennessee
$11.3M +$881K +9,655 +8%
Jones Financial Companies
281
Jones Financial Companies
Missouri
$11.2M +$2.81M +30,768 +33%
SWMG
282
Signature Wealth Management Group
Georgia
$11.2M +$146K +1,586 +1%
RAM
283
RWC Asset Management
United Kingdom
$11.1M -$7.72K -84 -0.1%
ASN
284
Advisory Services Network
Georgia
$11.1M -$726K -7,898 -6%
AI
285
Atria Investments
North Carolina
$11M -$230K -2,503 -2%
RT
286
Rockland Trust
Massachusetts
$10.9M -$1.16M -12,590 -10%
Mirae Asset Global Investments
287
Mirae Asset Global Investments
South Korea
$10.9M +$2M +27,346 +22%
ACG
288
Aventail Capital Group
New York
$10.8M – – –
FPW
289
Fairvoy Private Wealth
Alabama
$10.8M -$24.4K -265 -0.2%
AWA
290
Arkadios Wealth Advisors
Georgia
$10.8M +$742K +8,070 +7%
SI
291
Stephens Inc
Arkansas
$10.7M -$2.2M -23,907 -17%
Fisher Asset Management
292
Fisher Asset Management
Washington
$10.7M +$183K +1,990 +2%
Luther King Capital Management (LKCM)
293
Luther King Capital Management (LKCM)
Texas
$10.7M +$290K +3,159 +3%
IIM
294
INTECH Investment Management
Florida
$10.7M +$2.82M +30,618 +36%
KCM
295
Kanawha Capital Management
Virginia
$10.7M +$269K +2,923 +3%
CA
296
Cullinan Associates
Kentucky
$10.6M +$3.57M +38,795 +51%
Allianz Asset Management
297
Allianz Asset Management
Germany
$10.6M -$1.51M -16,420 -13%
PAG
298
Private Advisor Group
New Jersey
$10.2M -$10.9K -118 -0.1%
RA
299
RFG Advisory
Alabama
$10M +$115K +1,247 +1%
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$9.96M +$80.3K +873 +0.8%
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