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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 %
SC
576
SouthState Corp
Florida
$2.92M +$124K +1,353 +4%
TYCC
577
Texas Yale Capital Corp
Florida
$2.89M +$46K +500 +2%
LIA
578
LBMC Investment Advisors
Tennessee
$2.89M +$729K +7,933 +34%
EWA
579
EverSource Wealth Advisors
Alabama
$2.89M +$366K +3,975 +14%
PWMAG
580
Pinnacle Wealth Management Advisory Group
New Jersey
$2.89M +$105K +1,139 +4%
TC
581
TownSquare Capital
Utah
$2.88M +$110K +1,193 +4%
CC
582
Courier Capital
New York
$2.88M +$121K +1,320 +4%
EI
583
Ethic Inc
New York
$2.86M +$422K +4,600 +17%
LS
584
Leelyn Smith
Illinois
$2.84M -$71.4K -777 -2%
GVAG
585
Great Valley Advisor Group
Delaware
$2.84M -$3.32M -36,077 -54%
CWM
586
Congress Wealth Management
Massachusetts
$2.83M +$1.23M +13,438 +76%
BFO
587
Biltmore Family Office
North Carolina
$2.83M – – –
HIC
588
Holderness Investments Company
North Carolina
$2.82M -$22.6K -246 -0.8%
MFGM
589
Marshall Financial Group (Maryland)
Maryland
$2.82M +$79.3K +862 +3%
ECM
590
Element Capital Management
New York
$2.82M +$2.82M +30,623 New
MCM
591
McRae Capital Management
New Jersey
$2.81M -$375K -4,080 -12%
SIC
592
Shoker Investment Counsel
Ohio
$2.79M +$93.1K +1,013 +3%
A
593
AlphaQuest
New York
$2.77M +$2.13M +23,111 +327%
HKIM
594
Hayek Kallen Investment Management
Alabama
$2.77M -$43.7K -475 -2%
AWA
595
Arete Wealth Advisors
Illinois
$2.76M +$1.07M +11,611 +63%
CCP
596
Clarkston Capital Partners
Michigan
$2.76M – – –
SAI
597
Systematic Alpha Investments
New Jersey
$2.76M – – –
GT
598
Greenleaf Trust
Michigan
$2.74M +$105K +1,147 +4%
NW
599
Naviter Wealth
Arkansas
$2.73M +$15.7K +172 +0.6%
PIM
600
Pullen Investment Management
Florida
$2.72M -$2.94K -32 -0.1%
22 23
24
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