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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 %
MSA
701
MUFG Securities Americas
New York
$1.95M +$458K +4,983 +31%
NWMG
702
Nicholson Wealth Management Group
South Carolina
$1.94M – – –
RIA
703
Regal Investment Advisors
Michigan
$1.94M -$831K -9,039 -30%
CIAS
704
Capital Investment Advisory Services
North Carolina
$1.94M +$60K +652 +3%
MCA
705
MSH Capital Advisors
Arizona
$1.93M +$72.2K +785 +4%
PP
706
Patten & Patten
Tennessee
$1.93M +$6.25K +68 +0.3%
SMC
707
Smith, Moore & Co
Missouri
$1.93M +$4.14K +45 +0.2%
RFN
708
RDA Financial Network
Iowa
$1.92M -$7.63K -83 -0.4%
NS
709
NBC Securities
Alabama
$1.92M +$1.91M +20,819 +99,138%
BFA
710
Benedict Financial Advisors
Georgia
$1.9M +$1.93K +21 +0.1%
BSB
711
Bangor Savings Bank
Maine
$1.88M -$101K -1,094 -5%
OTPPB
712
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.88M +$1.88M +20,414 New
WCM
713
Weaver Capital Management
Georgia
$1.87M +$40.3K +438 +2%
MAM
714
Mystic Asset Management
Rhode Island
$1.86M +$30.1K +327 +2%
HVIA
715
Hudson Valley Investment Advisors
New York
$1.86M -$8.28K -90 -0.4%
SCM
716
Shelton Capital Management
Colorado
$1.86M -$14.7K -160 -0.8%
CPC
717
Consolidated Planning Corp
Georgia
$1.85M -$4.78K -52 -0.3%
TI
718
Tidal Investments
Wisconsin
$1.85M -$44.2K -481 -2%
MAG
719
Mayfair Advisory Group
Alabama
$1.84M -$99.5K -1,082 -5%
AFG
720
Atomi Financial Group
New York
$1.84M -$15.4K -168 -0.8%
CIC
721
Canal Insurance Company
South Carolina
$1.84M – – –
VVP
722
Venture Visionary Partners
Ohio
$1.84M +$95K +1,033 +5%
DCM
723
Donaldson Capital Management
Indiana
$1.83M -$50.6K -550 -3%
PCM
724
Parsons Capital Management
Rhode Island
$1.82M -$56.6K -616 -3%
FCCM
725
First City Capital Management
Georgia
$1.82M -$277K -3,011 -13%
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