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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 %
DC
326
Davenport & Co
Virginia
$8.59M +$294K +3,194 +4%
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$8.57M -$8.51M -92,555 -50%
WP
328
Woodline Partners
California
$8.51M +$2.46M +26,769 +41%
A
329
AustralianSuper
Australia
$8.51M -$1.52M -16,578 -15%
MGP
330
Metis Global Partners
California
$8.51M +$969K +10,538 +13%
SVWAG
331
Sound View Wealth Advisors Group
Georgia
$8.47M -$175K -1,899 -2%
VCM
332
Voleon Capital Management
California
$8.44M +$2.18M +23,677 +35%
BTI
333
Blue Trust Inc
Georgia
$8.43M -$309K -3,362 -4%
CIBC World Market
334
CIBC World Market
Ontario, Canada
$8.4M -$5.65M -61,403 -40%
Balyasny Asset Management
335
Balyasny Asset Management
Illinois
$8.38M +$8.38M +91,148 New
AG
336
Advocate Group
Minnesota
$8.37M -$183K -1,986 -2%
Verition Fund Management
337
Verition Fund Management
Connecticut
$8.35M -$7.78M -84,613 -48%
HFS
338
Hantz Financial Services
Michigan
$8.34M -$231K -2,513 -3%
CWG
339
Cornerstone Wealth Group
North Carolina
$8.33M -$500K -5,433 -6%
DAS
340
Dynamic Advisor Solutions
Arizona
$8.28M +$8.28M +90,063 New
BWFA
341
Baltimore-Washington Financial Advisors
Maryland
$8.23M +$359K +3,906 +5%
WW
342
Windle Wealth
Oklahoma
$8.17M +$54.5K +593 +0.7%
CAC
343
Core Alternative Capital
Georgia
$8.11M -$1.66M -18,090 -17%
TRCT
344
Tower Research Capital (TRC)
New York
$8.1M +$1.66M +18,074 +26%
MSU
345
Mizuho Securities USA
New York
$8.07M -$1.48M -16,115 -16%
BPA
346
Beacon Pointe Advisors
California
$7.96M -$184 -2 -0%
EIA
347
Edgemoor Investment Advisors
Maryland
$7.95M -$35.4K -385 -0.4%
TNB
348
Thomasville National Bank
Georgia
$7.89M -$134K -1,462 -2%
CWM
349
Chronos Wealth Management
Florida
$7.88M +$28K +304 +0.4%
LA
350
Lifeworks Advisors
Michigan
$7.84M +$1.93M +20,953 +33%
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