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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 %
MWM
951
Modera Wealth Management
New Jersey
$990K -$106K -1,148 -10%
FTWA
952
Fifth Third Wealth Advisors
Ohio
$987K +$59.6K +648 +6%
TBT
953
Texas Bank & Trust
Texas
$985K -$7.45K -81 -0.8%
PAMG
954
Patton Albertson Miller Group
Tennessee
$984K -$196K -2,131 -17%
WA
955
Wealth Alliance
New York
$983K -$552 -6 -0.1%
Members Trust
956
Members Trust
Florida
$972K +$6.35K +69 +0.7%
AC
957
Apella Capital
Connecticut
$970K +$436K +4,961 +81%
CTA
958
Chesley Taft & Associates
Illinois
$970K +$2.94K +32 +0.3%
FMB
959
Field & Main Bank
Kentucky
$966K -$44.6K -485 -4%
GC
960
Gilbert & Cook
Iowa
$965K +$2.94K +32 +0.3%
BWA
961
Beam Wealth Advisors
Louisiana
$963K -$36.6K -398 -4%
DCM
962
Driehaus Capital Management
Illinois
$957K +$576K +6,262 +151%
BFIC
963
Bedell Frazier Investment Counselling
California
$954K – – –
SWM
964
Silverlake Wealth Management
Vermont
$953K -$29.8K -324 -3%
BCV
965
Banque Cantonale Vaudoise
Switzerland
$945K +$945K +10,272 New
WFI
966
West Family Investments
California
$943K +$75.6K +822 +9%
TFS
967
Thoroughbred Financial Services
Tennessee
$942K +$7.72K +84 +0.8%
SFG
968
Sunburst Financial Group
Alabama
$941K +$460 +5 +0%
RAG
969
RIA Advisory Group
Iowa
$941K -$368 -4 -0%
EFA
970
Edge Financial Advisors
Illinois
$940K +$7.54K +82 +0.8%
MMM
971
Mendel Money Management
Illinois
$937K +$3.03K +33 +0.3%
LOAMS
972
Lombard Odier Asset Management (Switzerland)
Switzerland
$934K -$269K -2,921 -22%
AWA
973
Acorn Wealth Advisors
Michigan
$933K +$7.82K +85 +0.8%
IPAM
974
Investment Partners Asset Management
New Jersey
$932K -$12.2K -133 -1%
HTC
975
Haverford Trust Company
Pennsylvania
$931K +$155K +1,685 +20%
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