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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 %
HWAM
526
Hennion & Walsh Asset Management
New Jersey
$3.58M -$1.41M -15,309 -28%
XT
527
XTX Topco
Cayman Islands
$3.57M +$769K +8,360 +27%
CAMV
528
Concord Asset Management (Virginia)
Virginia
$3.57M +$227K +2,488 +7%
APP
529
Avantax Planning Partners
Iowa
$3.53M -$25.9K -282 -0.7%
Alyeska Investment Group
530
Alyeska Investment Group
Illinois
$3.52M +$3.52M +38,230 New
DP
531
Dearborn Partners
Illinois
$3.5M -$13.7K -149 -0.4%
FNA
532
First National Advisers
Nebraska
$3.48M +$62.7K +682 +2%
WC
533
Waterloo Capital
Texas
$3.46M +$383K +4,165 +12%
EF
534
Empirical Finance
Pennsylvania
$3.45M +$56K +609 +2%
HAG
535
HighPoint Advisor Group
Illinois
$3.41M -$5.4K -59 -0.2%
SFG
536
Sovereign Financial Group
Connecticut
$3.41M -$212K -2,307 -6%
TF
537
Trek Financial
Arizona
$3.4M +$3.4M +36,979 New
OFG
538
OmniStar Financial Group
North Carolina
$3.34M +$2.77M +30,036 +480%
DWP
539
Daymark Wealth Partners
Ohio
$3.34M -$89.1K -969 -3%
BO
540
Bank OZK
Arkansas
$3.32M +$312K +3,394 +10%
KWM
541
Kingsview Wealth Management
Oregon
$3.32M +$159K +1,731 +5%
JIC
542
Johnson Investment Counsel
Ohio
$3.31M +$230K +2,500 +7%
CGPCS
543
Capital Group Private Client Services
California
$3.29M -$547K -5,944 -14%
FLI
544
Family Legacy Inc
South Carolina
$3.29M -$53.1K -578 -2%
RC
545
Resolution Capital
Australia
$3.25M -$2.14M -23,297 -40%
BF
546
BOK Financial
Oklahoma
$3.22M -$129K -1,400 -4%
NMIMC
547
Northwestern Mutual Investment Management Company
Wisconsin
$3.2M +$5.43K +59 +0.2%
FDCDDQ
548
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.2M +$1.36M +14,797 +74%
ECM
549
Everence Capital Management
Indiana
$3.2M – – –
OC
550
Oakworth Capital
Alabama
$3.2M +$288K +3,133 +10%
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