SO icon

Southern Company
SO

Overview Fund Activity

2,173 hedge funds and large institutions have $68B invested in Southern Company in 2025 Q1 according to their latest regulatory filings, with 224 funds opening new positions, 896 increasing their positions, 727 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,173
Holders Change
+75
Holders Change %
+3.57%
% of All Funds
29.52%
Holding in Top 10
25
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+127.27%
% of All Funds
0.34%
New
224
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 %
PFS
376
Prospera Financial Services
Texas
$7.14M -$536K -5,832 -7%
RPI
377
Railway Pension Investments
United Kingdom
$7.01M +$1.7M +18,500 +32%
MIA
378
MainStreet Investment Advisors
Illinois
$7M -$272K -2,956 -4%
OPTFSNA
379
Old Point Trust & Financial Services N A
Virginia
$6.96M -$118K -1,280 -2%
AP
380
Americana Partners
Texas
$6.96M +$107K +1,165 +2%
UM
381
UniSuper Management
Australia
$6.95M +$258K +2,807 +4%
TWC
382
TD Waterhouse Canada
Ontario, Canada
$6.94M +$998K +13,223 +17%
CIA
383
Concurrent Investment Advisors
Florida
$6.93M +$884K +9,619 +15%
AIM
384
Anchor Investment Management
South Carolina
$6.89M -$123K -1,338 -2%
KRS
385
Kentucky Retirement Systems
Kentucky
$6.88M -$32.2K -350 -0.5%
CMP
386
Coston McIsaac & Partners
Maine
$6.85M +$13K +141 +0.2%
CCM
387
Coldstream Capital Management
Washington
$6.83M +$24.9K +271 +0.4%
NGA
388
Naples Global Advisors
Florida
$6.8M +$9.47K +103 +0.1%
AWM
389
Apollon Wealth Management
South Carolina
$6.75M +$44.5K +484 +0.7%
CAM
390
Carret Asset Management
New York
$6.73M -$46K -500 -0.7%
DADC
391
D.A. Davidson & Co
Montana
$6.73M +$215K +2,337 +3%
NHC
392
Nicholas Hoffman & Company
Georgia
$6.7M +$3.7M +40,209 +123%
EH
393
Equitable Holdings
New York
$6.66M +$767K +8,345 +13%
BL
394
BFSG LLC
California
$6.63M -$43.9K -477 -0.7%
MFG
395
Merit Financial Group
Georgia
$6.61M +$1.05M +11,378 +19%
CHC
396
City Holding Co
West Virginia
$6.61M +$221K +2,408 +3%
JHCP
397
Jackson Hole Capital Partners
Oklahoma
$6.54M -$121K -1,311 -2%
Pacer Advisors
398
Pacer Advisors
Pennsylvania
$6.53M -$3.64M -39,551 -36%
SDIC
399
South Dakota Investment Council
South Dakota
$6.46M -$22.3K -243 -0.3%
CICC
400
Capital Investment Counsel (Colorado)
Colorado
$6.46M -$204K -2,224 -3%
14 15
16
17 18