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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 %
CAG
451
Csenge Advisory Group
Florida
$4.93M -$291K -3,167 -6%
CA
452
Cornerstone Advisors
North Carolina
$4.92M -$2.44M -26,500 -33%
TW
453
Trajan Wealth
Arizona
$4.89M -$119K -1,290 -2%
WAP
454
Wealthcare Advisory Partners
Pennsylvania
$4.86M -$87.4K -951 -2%
SPC
455
Sigma Planning Corp
Michigan
$4.85M -$297K -3,234 -6%
BBNA
456
Bremer Bank National Association
Minnesota
$4.84M +$333K +3,622 +7%
GWM
457
Geneos Wealth Management
Colorado
$4.83M +$2.98M +32,431 +161%
MSFS
458
Main Street Financial Solutions
Pennsylvania
$4.81M +$568K +6,177 +13%
AC
459
Arrow Capital
Australia
$4.8M +$4.8M +50,000 New
KTC
460
Kentucky Trust Company
Kentucky
$4.77M -$66.7K -725 -1%
WB
461
WesBanco Bank
West Virginia
$4.73M -$57.2K -622 -1%
AAM
462
Advisors Asset Management
Colorado
$4.72M +$180K +1,953 +4%
MSRPS
463
Maryland State Retirement & Pension System
Maryland
$4.71M -$689K -7,492 -13%
NMERB
464
New Mexico Educational Retirement Board
New Mexico
$4.71M -$82.8K -900 -2%
GQG Partners
465
GQG Partners
Florida
$4.7M -$1.36B -14,751,176 -100%
S
466
SignatureFD
Georgia
$4.64M +$160K +1,741 +4%
MA
467
Montag & Associates
Georgia
$4.63M – – –
ATFA
468
All Terrain Financial Advisors
Minnesota
$4.61M +$62.7K +682 +1%
PCIA
469
Prime Capital Investment Advisors
Kansas
$4.6M +$101K +1,100 +2%
TMAM
470
Tokio Marine Asset Management
Japan
$4.59M +$57.6K +626 +1%
GIP
471
Greatmark Investment Partners
Georgia
$4.58M -$40.4K -439 -0.9%
FTC
472
Farmers Trust Company
Ohio
$4.53M +$81.9K +891 +2%
SCP
473
Shorepoint Capital Partners
Massachusetts
$4.53M +$137K +1,495 +3%
IC
474
IEQ Capital
California
$4.48M -$313K -3,408 -7%
PP
475
Prudential plc
United Kingdom
$4.45M -$2.87M -31,159 -39%
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