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 %
FB
601
Fulton Bank
Pennsylvania
$2.72M -$25.5K -277 -0.9%
RC
602
Rahlfs Capital
Texas
$2.72M -$66.7K -725 -2%
CF
603
Centaurus Financial
California
$2.7M +$173K +1,879 +7%
FWP
604
FAS Wealth Partners
Kansas
$2.7M +$127K +1,380 +5%
ACG
605
Allen Capital Group
Nebraska
$2.69M +$754K +8,205 +39%
BFG
606
Bleakley Financial Group
New Jersey
$2.69M +$357K +3,887 +15%
OPA
607
Old Port Advisors
Maine
$2.65M -$94.2K -1,025 -3%
MHI
608
Miller Howard Investments
New York
$2.64M +$214K +2,322 +9%
JCM
609
Jacobi Capital Management
Pennsylvania
$2.62M +$65.7K +715 +3%
BCA
610
Bay Colony Advisors
Massachusetts
$2.62M +$11.8K +129 +0.5%
TA
611
TFG Advisers
Michigan
$2.61M -$2.58K -28 -0.1%
LHC
612
Little House Capital
Massachusetts
$2.6M +$1.54M +16,771 +146%
HW
613
Hancock Whitney
Mississippi
$2.59M +$891K +9,695 +52%
TWP
614
Tyche Wealth Partners
Texas
$2.58M +$139K +1,514 +6%
BOH
615
Bank of Hawaii
Hawaii
$2.57M -$298K -3,242 -10%
CFG
616
Citizens Financial Group
Rhode Island
$2.55M +$663K +7,206 +35%
ET
617
Equitable Trust
Tennessee
$2.55M +$17.7K +192 +0.7%
MOS
618
MGO One Seven
Ohio
$2.53M +$239K +2,595 +10%
AIC
619
Aurora Investment Counsel
Georgia
$2.53M +$2.53M +27,504 New
TPCW
620
TD Private Client Wealth
New York
$2.53M +$99.6K +1,083 +4%
WPA
621
West Paces Advisors
Georgia
$2.52M +$2.04M +22,207 +426%
CPSAC
622
Chas P. Smith & Associates (CPS)
Florida
$2.5M -$6.62K -72 -0.3%
BNP Paribas Asset Management
623
BNP Paribas Asset Management
France
$2.48M -$10.1M -109,516 -80%
GH
624
GAM Holding
Switzerland
$2.48M +$2.48M +27,006 New
KCPG
625
Kavar Capital Partners Group
Kansas
$2.48M – – –
23 24
25
26 27