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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 %
BCP
851
Berkeley Capital Partners
Georgia
$1.29M +$12.1K +132 +0.9%
FMII
852
Farmers & Merchants Investments Inc
Nebraska
$1.29M -$2.76K -30 -0.2%
CFS
853
Cannon Financial Strategists
Georgia
$1.29M +$27.6K +300 +2%
AWM
854
Aprio Wealth Management
Georgia
$1.29M +$245K +2,660 +23%
DA
855
Detalus Advisors
Missouri
$1.29M +$3.86K +42 +0.3%
CCA
856
Checchi Capital Advisers
California
$1.28M +$43.6K +474 +4%
NC
857
NovaPoint Capital
Georgia
$1.28M +$217K +2,357 +20%
JTWM
858
Jackson Thornton Wealth Management
Alabama
$1.28M +$3.12K +34 +0.2%
FCB
859
First County Bank
Connecticut
$1.28M -$229K -2,487 -15%
PCS
860
Personal CFO Solutions
New Jersey
$1.28M +$4.87K +53 +0.4%
FWM
861
ForthRight Wealth Management
Georgia
$1.28M -$2.94K -32 -0.2%
MWM
862
Mission Wealth Management
California
$1.28M +$56.5K +614 +5%
WB
863
West Bancorporation
Iowa
$1.27M – – –
BTC
864
Bank & Trust Company
Illinois
$1.27M -$72.5K -789 -5%
SWM
865
Spire Wealth Management
Virginia
$1.27M +$30.8K +335 +2%
EFMC
866
Empire Financial Management Company
New York
$1.26M -$310K -3,366 -20%
MYLI
867
Meiji Yasuda Life Insurance
Japan
$1.26M -$31.3K -340 -2%
BJL
868
Brighton Jones LLC
Washington
$1.26M +$42.7K +464 +4%
ACS
869
Archford Capital Strategies
Illinois
$1.25M -$14.2K -154 -1%
ILI
870
Invesco LLC (Illinois)
Illinois
$1.25M +$1.01M +10,971 +424%
MFIM
871
Mesirow Financial Investment Management
Illinois
$1.25M -$10.5K -114 -0.8%
BIM
872
Baldwin Investment Management
Pennsylvania
$1.24M +$85.6K +931 +7%
CAM
873
Cresset Asset Management
Illinois
$1.23M -$383K -4,170 -24%
PA
874
Parallel Advisors
California
$1.22M +$54.6K +594 +5%
CFO
875
Callan Family Office
Pennsylvania
$1.22M -$1.59M -17,295 -57%
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