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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 %
GLA
501
Great Lakes Advisors
Illinois
$3.99M +$115K +1,254 +3%
EFG
502
Ethos Financial Group
Pennsylvania
$3.98M +$3.67M +40,600 +1,193%
SSA
503
Schonfeld Strategic Advisors
New York
$3.97M +$2.58M +28,039 +185%
PA
504
Profund Advisors
Maryland
$3.97M -$1.47M -16,024 -27%
ACM
505
Aquatic Capital Management
Illinois
$3.96M +$1.92M +20,860 +94%
CWP
506
Concord Wealth Partners
Virginia
$3.94M +$246K +2,671 +7%
DZ Bank
507
DZ Bank
Germany
$3.93M +$955K +10,388 +32%
OIA
508
OneDigital Investment Advisors
Kansas
$3.86M +$26.9K +293 +0.7%
TA
509
TrueWealth Advisors
Alabama
$3.83M +$72.2K +785 +2%
WFG
510
Wills Financial Group
Virginia
$3.81M +$285K +3,102 +8%
PCA
511
Providence Capital Advisors
North Carolina
$3.8M +$21.3K +232 +0.6%
PMIA
512
Patrick Mauro Investment Advisor
Illinois
$3.79M -$272K -2,957 -7%
MCM
513
Mainstay Capital Management
Michigan
$3.78M -$11.4K -124 -0.3%
FNFDCM
514
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.76M -$42.6K -463 -1%
AC
515
Allstate Corporation
Illinois
$3.75M +$752K +8,178 +25%
FFA
516
Farther Finance Advisors
California
$3.73M +$1.43M +15,584 +62%
CNBT
517
Canandaigua National Bank & Trust
New York
$3.72M -$56.5K -615 -1%
AIP
518
Ameritas Investment Partners
Nebraska
$3.69M -$177K -1,928 -5%
EFS
519
Essex Financial Services
Connecticut
$3.66M -$215K -2,334 -6%
JWM
520
JPL Wealth Management
Colorado
$3.66M +$135K +1,466 +4%
DE
521
Diversified Enterprises
Delaware
$3.66M +$975K +10,602 +36%
ATC
522
Argent Trust Co
Tennessee
$3.65M +$45.4K +494 +1%
PGFC
523
Peapack-Gladstone Financial Corp
New Jersey
$3.62M +$21.8K +237 +0.6%
OAC
524
OMERS Administration Corp
Ontario, Canada
$3.6M -$596K -6,481 -14%
LWM
525
LongView Wealth Management
Georgia
$3.58M -$161K -1,754 -4%
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