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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 %
WWM
876
Wiser Wealth Management
Georgia
$1.22M -$3.95K -43 -0.3%
SSWM
877
Sheets Smith Wealth Management
North Carolina
$1.22M -$45.5K -495 -4%
UBV
878
United Bank (Virginia)
Virginia
$1.21M -$11.5K -125 -0.9%
WWM
879
Western Wealth Management
Colorado
$1.21M -$41.6K -452 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
880
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.2M +$1.2M +13,063 New
CC
881
Constitution Capital
Connecticut
$1.2M +$166K +1,800 +16%
GC
882
Grimes & Company
Massachusetts
$1.2M +$69.1K +751 +6%
API
883
Asset Planning Inc
California
$1.18M +$368 +4 +0%
PCG
884
Prosperity Consulting Group
Maryland
$1.18M +$37.8K +411 +3%
SFS
885
Stiles Financial Services
Minnesota
$1.18M +$7.82K +85 +0.7%
IA
886
IFP Advisors
Florida
$1.17M -$130K -1,396 -10%
CCB
887
Country Club Bank
Missouri
$1.17M -$1.37K -15 -0.1%
SFI
888
SPC Financial Inc
Maryland
$1.17M +$1.17M +12,712 New
GWANC
889
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.17M -$30.1K -327 -3%
VA
890
Valmark Advisers
Ohio
$1.16M +$115K +1,255 +11%
WW
891
Waterfront Wealth
Kansas
$1.16M – – –
KFGK
892
Keystone Financial Group (Kentucky)
Kentucky
$1.16M -$40K -435 -3%
FCM
893
Fourpath Capital Management
Oklahoma
$1.16M -$7.45K -81 -0.6%
Grantham, Mayo, Van Otterloo & Co (GMO)
894
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.15M -$122K -1,328 -10%
SA
895
SRH Advisors
Kansas
$1.15M – – –
BFS
896
Bard Financial Services
Connecticut
$1.15M – – –
RP
897
Rowlandmiller & Partners
Georgia
$1.15M +$3.22K +35 +0.3%
JIP
898
Jaffetilchin Investment Partners
Florida
$1.15M +$73.6K +800 +7%
FWP
899
Firethorn Wealth Partners
Georgia
$1.14M +$3.4K +37 +0.3%
SIC
900
Sterling Investment Counsel
New York
$1.14M +$848K +9,225 +288%
34 35
36
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