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 %
NB
476
Norinchukin Bank
Japan
$4.43M +$488K +5,303 +12%
LWANC
477
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.42M -$101K -1,096 -2%
FBT
478
First Bank & Trust
South Dakota
$4.4M -$98.2K -1,068 -2%
HCM
479
Hengehold Capital Management
Ohio
$4.39M +$119K +1,294 +3%
WFMPM
480
Woodley Farra Manion Portfolio Management
Indiana
$4.37M +$77.6K +844 +2%
PFA
481
Pathway Financial Advisers
Indiana
$4.31M -$305K -3,322 -7%
Brown Advisory
482
Brown Advisory
Maryland
$4.29M -$81.1K -882 -2%
BCM
483
Birmingham Capital Management
Alabama
$4.27M -$216K -2,350 -5%
MCB
484
Morton Community Bank
Illinois
$4.2M -$9.66K -105 -0.2%
PAM
485
Palisade Asset Management
Minnesota
$4.18M +$6.71K +73 +0.2%
AF
486
Apollon Financial
South Carolina
$4.17M -$46.4K -505 -1%
IIM
487
Intact Investment Management
Quebec, Canada
$4.17M – – –
AM
488
AGF Management
Ontario, Canada
$4.14M +$3.35M +36,446 +427%
RCIM
489
Red Cedar Investment Management
Michigan
$4.13M – – –
RWM
490
Rench Wealth Management
Texas
$4.09M +$5.61K +61 +0.1%
NI
491
Nepsis Inc
Minnesota
$4.08M -$340K -3,696 -8%
LSA
492
L & S Advisors
California
$4.08M +$17.1K +186 +0.4%
Nomura Holdings
493
Nomura Holdings
Japan
$4.07M +$747K +8,124 +23%
LFAS
494
Level Four Advisory Services
Texas
$4.06M -$157K -1,711 -4%
WPC
495
Waters Parkerson & Co
Louisiana
$4.04M – – –
MIM
496
MTM Investment Management
South Carolina
$4.03M +$2.76K +30 +0.1%
AWM
497
AE Wealth Management
Kansas
$4.03M -$382K -4,151 -9%
Swedbank
498
Swedbank
Sweden
$4.02M +$4.02M +43,739 New
CL
499
Choreo LLC
Illinois
$4.01M +$136K +1,479 +4%
B
500
Bailard
California
$4M +$4.6K +50 +0.1%
18 19
20
21 22