SO icon

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 %
EWM
776
EPG Wealth Management
Georgia
$1.59M +$33.5K +364 +2%
CPIA
777
Cornell Pochily Investment Advisors
New York
$1.59M -$78.1K -849 -5%
JWBC
778
J.W. Burns & Co
New York
$1.58M -$7.26K -79 -0.5%
TCM
779
Twin Capital Management
Pennsylvania
$1.58M -$29.4K -320 -2%
DS
780
DRW Securities
Illinois
$1.57M +$1.57M +17,103 New
AAIM
781
Asset Advisors Investment Management
Georgia
$1.57M +$96.2K +1,046 +7%
NSEDCP
782
NJ State Employees Deferred Compensation Plan
New Jersey
$1.56M – – –
GG
783
Gleason Group
Kentucky
$1.56M +$12.6K +137 +0.8%
RWM
784
Ritholtz Wealth Management
New York
$1.56M +$318K +3,461 +26%
IP
785
Interval Partners
New York
$1.56M +$1.56M +16,948 New
SWM
786
SeaCrest Wealth Management
New York
$1.56M -$13.7K -149 -0.9%
SAM
787
Silvercrest Asset Management
New York
$1.54M +$189K +2,059 +14%
WPC
788
Wedmont Private Capital
Pennsylvania
$1.53M +$76.6K +852 +5%
SB
789
Strategic Blueprint
Georgia
$1.53M +$80K +870 +6%
AAS
790
Ameritas Advisory Services
Nebraska
$1.53M +$895K +9,966 +141%
IIM
791
Ipswich Investment Management
Massachusetts
$1.51M +$25.7K +280 +2%
GIC
792
Generali Investments CEE
Czech Republic
$1.51M – – –
SCA
793
Snowden Capital Advisors
New York
$1.5M +$62.3K +678 +4%
AO
794
Advisor OS
Illinois
$1.49M +$22.3K +243 +2%
TG
795
TCW Group
California
$1.49M +$80.2K +872 +6%
JFGIW
796
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.48M +$390K +4,246 +36%
SBIA
797
Sheaff Brock Investment Advisors
Indiana
$1.47M -$139K -1,517 -9%
IAIM
798
International Assets Investment Management
Florida
$1.47M +$8.74K +95 +0.6%
XF
799
XML Financial
Maryland
$1.47M +$60.8K +661 +4%
MMA
800
Miracle Mile Advisors
California
$1.46M +$10.1K +110 +0.7%
30 31
32
33 34