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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 %
WANY
676
Wealthspire Advisors (New York)
New York
$2.08M +$223K +2,430 +12%
MAS
677
Meeder Advisory Services
Ohio
$2.07M +$249K +2,708 +14%
NB
678
NBT Bank
New York
$2.06M -$58.6K -637 -3%
HWA
679
HHM Wealth Advisors
Tennessee
$2.06M +$13K +141 +0.6%
CW
680
CreativeOne Wealth
Kansas
$2.06M -$1.24M -13,526 -38%
ONST
681
Old North State Trust
North Carolina
$2.06M – – –
KWA
682
Kingswood Wealth Advisors
California
$2.05M -$12.3K -134 -0.6%
TCOV
683
Trust Company of Vermont
Vermont
$2.05M -$198K -2,156 -9%
SFS
684
Sowell Financial Services
Arkansas
$2.05M -$732K -7,962 -26%
CM
685
Columbus Macro
Pennsylvania
$2.03M +$92 +1 +0%
OFS
686
OneAscent Financial Services
Alabama
$2.03M +$1.29M +14,072 +176%
PS
687
Principal Securities
Iowa
$2.03M +$6.17K +75 +0.3%
FUBT
688
First United Bank & Trust
Maryland
$2.02M +$65.4K +711 +3%
MIP
689
Marietta Investment Partners
Wisconsin
$2.01M +$1.64M +17,866 +444%
CK
690
Cohen Klingenstein
New York
$2M – – –
BBHC
691
Brown Brothers Harriman & Co
New York
$2M -$76.5K -832 -4%
WS
692
Wedbush Securities
California
$2M +$38K +413 +2%
CA
693
Claro Advisors
Massachusetts
$1.99M -$64.6K -702 -3%
AIA
694
Armor Investment Advisors
North Carolina
$1.98M -$20.1K -219 -1%
HI
695
Horizon Investments
North Carolina
$1.97M +$80.9K +880 +4%
SCP
696
Stamos Capital Partners
California
$1.96M -$550K -5,977 -22%
GI
697
GAMMA Investing
California
$1.95M +$368K +4,005 +23%
VIM
698
Vinva Investment Management
Australia
$1.95M +$348K +3,814 +22%
NAM
699
NTV Asset Management
West Virginia
$1.95M -$110K -1,200 -5%
SYBT
700
Stock Yards Bank & Trust
Kentucky
$1.95M -$84.5K -919 -4%
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