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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 %
FFN
801
Focus Financial Network
Minnesota
$1.46M -$12.2K -133 -0.8%
HNWAG
802
High Net Worth Advisory Group
Florida
$1.46M -$109K -1,181 -7%
SFO
803
Stokes Family Office
Louisiana
$1.46M -$9.2K -100 -0.6%
CSIC
804
Clifford Swan Investment Counsel
California
$1.45M +$1.66K +18 +0.1%
CA
805
CapWealth Advisors
Tennessee
$1.45M -$7.08K -77 -0.5%
VRS
806
Virginia Retirement Systems
Virginia
$1.45M +$1.45M +15,800 New
ISFAN
807
Investor's Fiduciary Advisor Network
Washington
$1.45M -$48.7K -530 -3%
FNB
808
Farmers National Bank
Kentucky
$1.43M -$55.2K -600 -4%
HWP
809
Highline Wealth Partners
California
$1.43M +$23.2K +252 +2%
NP
810
Ninepoint Partners
Ontario, Canada
$1.43M +$77.9K +847 +6%
SSB
811
Sandy Spring Bank
Maryland
$1.43M -$5.33K -58 -0.4%
GA
812
GoalVest Advisory
New York
$1.42M +$217K +2,361 +18%
SOS
813
Silver Oak Securities
Tennessee
$1.41M +$50.9K +558 +4%
BHBT
814
Burke & Herbert Bank & Trust
Virginia
$1.41M -$36K -391 -2%
VWM
815
Venturi Wealth Management
Texas
$1.41M -$40K -435 -3%
CB
816
Centennial Bank
Arkansas
$1.41M -$124K -1,344 -8%
CWS
817
Confluence Wealth Services
Pennsylvania
$1.4M +$14.8K +162 +1%
CB
818
Cadence Bank
Mississippi
$1.4M +$92.9K +1,010 +7%
LMKC
819
L.M. Kohn & Company
Ohio
$1.4M -$196K -2,130 -12%
PAG
820
Powers Advisory Group
Illinois
$1.39M -$6.35K -69 -0.5%
CG
821
Caprock Group
Idaho
$1.39M -$1.09M -11,875 -44%
ATC
822
Adirondack Trust Company
New York
$1.39M -$75.4K -820 -5%
FC
823
FCA Corp
Texas
$1.39M +$49.4K +537 +4%
Walleye Capital
824
Walleye Capital
New York
$1.39M -$139K -1,510 -9%
NAAA
825
New Age Alpha Advisors
New York
$1.37M -$1.57M -17,053 -53%
31 32
33
34 35