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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 %
BMSSC
426
B. Metzler seel. Sohn & Co
Germany
$5.68M – – –
SA
427
Shilanski & Associates
Alaska
$5.67M +$39.8K +433 +0.7%
ATIA
428
American Trust Investment Advisors
New Hampshire
$5.6M -$32.6K -355 -0.6%
AAS
429
Annex Advisory Services
Wisconsin
$5.57M +$5.25M +57,080 +1,629%
CC
430
Cornerstone Capital
California
$5.56M -$317K -3,445 -5%
GIM
431
Goelzer Investment Management
Indiana
$5.46M -$108K -1,173 -2%
BA
432
Baugh & Associates
Georgia
$5.45M -$354 -4 -0%
ZBNA
433
Zions Bancorporation, National Association
Utah
$5.43M +$5.43M +59,081 New
GW
434
Griffith & Werner
Georgia
$5.43M +$326K +3,550 +6%
LSERS
435
Louisiana State Employees Retirement System
Louisiana
$5.42M – – –
OC
436
Oppenheimer & Co
New York
$5.42M -$985K -10,714 -15%
SCM
437
Schnieders Capital Management
California
$5.41M -$156K -1,700 -3%
BCCM
438
Bridge Creek Capital Management
Massachusetts
$5.38M -$32.6K -355 -0.6%
FCBT
439
First Citizens Bank & Trust
North Carolina
$5.38M +$218K +2,371 +4%
SAM
440
Securian Asset Management
Minnesota
$5.33M -$84.6K -920 -2%
SWP
441
Stratos Wealth Partners
Ohio
$5.29M -$130K -1,416 -2%
MWM
442
Meridian Wealth Management
Kentucky
$5.26M +$455K +4,949 +9%
ClearBridge Investments
443
ClearBridge Investments
New York
$5.23M +$79.5K +865 +2%
UBG
444
United Bank (Georgia)
Georgia
$5.15M +$30.8K +335 +0.6%
CA
445
Clearstead Advisors
Ohio
$5.1M -$552 -6 -0%
TLP
446
Trinity Legacy Partners
Texas
$5.1M +$81.2K +949 +2%
VWMG
447
Virginia Wealth Management Group
Virginia
$5.04M -$208K -2,267 -4%
SWP
448
Sagespring Wealth Partners
Tennessee
$5.02M -$443K -4,820 -8%
GWMIA
449
Global Wealth Management Investment Advisory
Florida
$5.01M +$111K +1,202 +2%
MCC
450
Money Concepts Capital
Florida
$4.99M +$321K +3,496 +7%
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