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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 %
VRM
626
Vectors Research Management
New York
$2.48M +$66.1K +719 +3%
PI
627
PFG Investments
New York
$2.47M -$25.1K -273 -1%
MYAM
628
Meiji Yasuda Asset Management
Japan
$2.47M -$49K -533 -2%
VF
629
Vest Financial
Virginia
$2.47M +$1.05M +11,368 +73%
MBTD
630
Mechanics Bank - Trust Department
California
$2.46M -$171K -1,861 -7%
HTIM
631
Harbour Trust & Investment Management
Indiana
$2.44M -$176K -1,915 -7%
FA
632
Fiduciary Alliance
South Carolina
$2.44M -$4.69K -51 -0.2%
DT
633
Diversified Trust
Tennessee
$2.43M +$206K +2,243 +9%
LWL
634
Leo Wealth LLC
Texas
$2.43M -$231K -2,507 -9%
PTC
635
Private Trust Company
Ohio
$2.42M +$226K +2,460 +10%
ACM
636
Argyle Capital Management
Pennsylvania
$2.42M – – –
EWM
637
Empirical Wealth Management
Washington
$2.41M +$2.03M +22,044 +530%
IWM
638
IHT Wealth Management
Illinois
$2.41M +$61.9K +673 +3%
JGUA
639
John G. Ullman & Associates
New York
$2.4M -$8.37K -91 -0.3%
EMPI
640
Elo Mutual Pension Insurance
Finland
$2.39M -$5.16M -56,123 -68%
AAMA
641
Advanced Asset Management Advisors
Ohio
$2.37M – – –
AMBIA
642
Allen Mooney & Barnes Investment Advisors
Georgia
$2.36M -$156K -1,694 -6%
USAA
643
United Services Automobile Association
Texas
$2.35M – – –
PWM
644
Perigon Wealth Management
California
$2.35M +$27.7K +301 +1%
SAM
645
Smartleaf Asset Management
Massachusetts
$2.34M +$288K +3,163 +14%
CS
646
Capital Square
Tennessee
$2.34M +$57.7K +627 +3%
AWP
647
Ascent Wealth Partners
New York
$2.32M -$920 -10 -0%
HAG
648
HF Advisory Group
Maryland
$2.31M +$275K +2,995 +14%
FMTCOCP
649
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.31M +$277K +3,010 +14%
AAIM
650
American Assets Investment Management
California
$2.3M – – –
24 25
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