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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 %
WIA
726
World Investment Advisors
California
$1.81M -$156K -1,692 -8%
PGF
727
Plan Group Financial
Oklahoma
$1.81M +$492K +5,353 +37%
LWP
728
LMG Wealth Partners
Louisiana
$1.81M -$644 -7 -0%
LA
729
LVW Advisors
New York
$1.81M +$100K +1,087 +6%
PWSG
730
Pacific Wealth Strategies Group
California
$1.8M +$44.1K +480 +3%
GLA
731
Good Life Advisors
Pennsylvania
$1.8M -$24.2K -263 -1%
SIA
732
Schechter Investment Advisors
Michigan
$1.78M -$242K -2,630 -12%
NP
733
NorthRock Partners
Minnesota
$1.77M +$76.5K +832 +5%
PFSC
734
Peoples Financial Services Corp
Pennsylvania
$1.77M -$27.6K -300 -2%
SS
735
SBI Securities
Japan
$1.76M +$17.8K +194 +1%
AWM
736
Axxcess Wealth Management
California
$1.75M +$197K +2,147 +13%
CCM
737
Cohen Capital Management
California
$1.75M – – –
IP
738
Ignite Planners
California
$1.74M +$345K +3,771 +25%
AssetMark Inc
739
AssetMark Inc
California
$1.73M +$188K +2,043 +12%
BG
740
Bahl & Gaynor
Ohio
$1.72M +$392K +4,261 +29%
LI
741
LVZ Inc
Michigan
$1.72M +$43.8K +476 +3%
BMA
742
Brooks Moore & Associates
Tennessee
$1.72M -$18.4K -200 -1%
WorldQuant Millennium Advisors
743
WorldQuant Millennium Advisors
New York
$1.71M +$1.71M +18,609 New
SC
744
Swan Capital
Florida
$1.7M +$13.4K +146 +0.8%
RFA
745
Rollins Financial Advisors
New York
$1.7M +$66.7K +725 +4%
PWA
746
Primoris Wealth Advisors
Florida
$1.7M – – –
AWA
747
Adapt Wealth Advisors
Georgia
$1.7M +$368 +4 +0%
ERIC
748
Eagle Rock Investment Company
Georgia
$1.69M -$9.66K -105 -0.6%
IIA
749
ICW Investment Advisors
Arizona
$1.69M +$4.41K +48 +0.3%
FRA
750
Frank Rimerman Advisors
California
$1.69M +$28K +304 +2%
28 29
30
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