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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 %
EWM
901
Evercore Wealth Management
New York
$1.14M -$2.58K -28 -0.2%
BCM
902
BluePath Capital Management
Georgia
$1.13M +$1.66K +18 +0.1%
FSA
903
Financial Security Advisor
Virginia
$1.13M +$1.93K +21 +0.2%
ESB
904
Essex Savings Bank
Connecticut
$1.13M +$175K +1,899 +18%
MSA
905
Marino Stram & Associates
Massachusetts
$1.13M +$460 +5 +0%
FCP
906
Fidelis Capital Partners
Florida
$1.12M -$9.59K -106 -0.8%
1IA
907
1834 Investment Advisors
Wisconsin
$1.12M -$56.5K -614 -5%
IAN
908
Integrated Advisors Network
Texas
$1.12M -$22.3K -242 -2%
AFC
909
AFT Forsyth & Company
Florida
$1.1M – – –
BWP
910
Balboa Wealth Partners
Arizona
$1.1M +$5.79K +63 +0.5%
CFA
911
CWS Financial Advisors
Michigan
$1.1M +$2.58K +28 +0.2%
BW
912
BIP Wealth
Georgia
$1.1M +$21.1K +230 +2%
CCWM
913
Cassaday & Co Wealth Management
Virginia
$1.1M – – –
CIAS
914
CFS Investment Advisory Services
New Jersey
$1.1M +$184 +2 +0%
WFS
915
Widmann Financial Services
Maryland
$1.09M +$2.3K +25 +0.2%
AFG
916
Allegheny Financial Group
Pennsylvania
$1.09M -$8.18K -89 -0.7%
BB
917
Busey Bank
Illinois
$1.09M +$4.51K +49 +0.4%
DAS
918
Diversify Advisory Services
Utah
$1.08M +$191K +2,089 +21%
IA
919
Integrity Alliance
Iowa
$1.08M +$1.08M +11,783 New
BIG
920
Bush Investment Group
Georgia
$1.08M +$13K +141 +1%
RCI
921
RS Crum Inc
California
$1.07M +$92 +1 +0%
GWM
922
GSB Wealth Management
Connecticut
$1.07M +$3.77K +41 +0.4%
HBT
923
Hills Bank & Trust
Iowa
$1.06M – – –
NIM
924
Nicollet Investment Management
Minnesota
$1.05M – – –
CAM
925
Columbia Asset Management
Michigan
$1.05M -$41K -446 -4%
35 36
37
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