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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 %
AWM
751
Accurate Wealth Management
Florida
$1.69M +$102K +1,133 +6%
Koshinski Asset Management
752
Koshinski Asset Management
Illinois
$1.69M +$70.8K +770 +4%
LWA
753
Lineweaver Wealth Advisors
Ohio
$1.68M +$194K +2,111 +13%
PFT
754
Providence First Trust
Arizona
$1.68M -$16.6K -181 -1%
VAM
755
Verity Asset Management
North Carolina
$1.67M +$837K +9,107 +100%
WSFS
756
Wilmington Savings Fund Society
Delaware
$1.67M -$135K -1,471 -7%
RBC
757
Romano Brothers & Co
Illinois
$1.67M -$45.6K -496 -3%
NRD
758
Nebula Research & Development
New York
$1.67M +$1.1M +11,923 +191%
RPWA
759
Regent Peak Wealth Advisors
Georgia
$1.66M -$9.2K -100 -0.5%
MFG
760
Monte Financial Group
Connecticut
$1.66M – – –
ATPW
761
Ashton Thomas Private Wealth
Arizona
$1.65M +$12K +131 +0.7%
SLI
762
Sumitomo Life Insurance
Japan
$1.65M -$644 -7 -0%
Aviva
763
Aviva
United Kingdom
$1.65M – – –
STA
764
Smith Thornton Advisors
Alabama
$1.65M +$12.1K +132 +0.7%
RFG
765
RFP Financial Group
Georgia
$1.64M -$41.7K -453 -2%
HH
766
Hilltop Holdings
Texas
$1.64M +$282K +3,069 +21%
EARNEST Partners
767
EARNEST Partners
Georgia
$1.63M +$1.01K +11 +0.1%
VFA
768
Valeo Financial Advisors
Indiana
$1.62M +$99.6K +1,083 +7%
JF
769
Jump Financial
Illinois
$1.62M -$383K -4,162 -19%
RCM
770
Raleigh Capital Management
North Carolina
$1.62M -$487K -5,298 -23%
AIA
771
AssuredPartners Investment Advisors
Florida
$1.61M -$41.7K -453 -3%
BA
772
Bristlecone Advisors
Washington
$1.61M -$49.6K -539 -3%
MIG
773
Meketa Investment Group
Massachusetts
$1.61M +$753K +8,188 +88%
JWM
774
Jeppson Wealth Management
California
$1.61M +$11.1K +121 +0.7%
WSC
775
Wellington Shields & Co
New York
$1.59M – – –
29 30
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