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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 %
TBNY
976
Trustco Bank (New York)
New York
$931K -$30.8K -335 -3%
MIM
977
Marco Investment Management
Georgia
$931K +$1.66K +18 +0.2%
BFS
978
Bradley Foster & Sargent
Connecticut
$931K +$6.25K +68 +0.7%
KWM
979
Kingsman Wealth Management
Florida
$930K +$930K +10,111 New
FIM
980
Freedom Investment Management
Connecticut
$926K -$80K -870 -8%
KMWM
981
Keudell/Morrison Wealth Management
Oregon
$922K +$10.1K +110 +1%
SFP
982
Shepherd Financial Partners
Massachusetts
$922K -$102K -1,112 -10%
PT
983
Plimoth Trust
Massachusetts
$921K -$21.6K -235 -2%
CA
984
CoreCap Advisors
Michigan
$920K -$1.96M -21,315 -68%
HIP
985
HUB Investment Partners
Texas
$913K -$95.9K -1,043 -10%
HFBOT
986
Home Federal Bank of Tennessee
Tennessee
$909K -$9.2K -100 -1%
MBT
987
Montecito Bank & Trust
California
$908K +$45.6K +496 +5%
RCAG
988
Rehmann Capital Advisory Group
Michigan
$908K +$69.8K +759 +8%
LWAM
989
Legacy Wealth Asset Management
Minnesota
$907K -$15.1K -164 -2%
MIC
990
Means Investment Company
Maine
$906K -$381K -4,139 -30%
PA
991
Procyon Advisors
Connecticut
$906K -$72.8K -792 -7%
RC
992
Roundview Capital
New Jersey
$906K -$36.9K -401 -4%
BCWM
993
Bartlett & Co Wealth Management
Ohio
$906K -$24.2K -263 -3%
JAG
994
Journey Advisory Group
Kentucky
$904K -$18.4K -200 -2%
SPA
995
Sherbrooke Park Advisers
New York
$904K -$512K -5,568 -36%
EM
996
Excalibur Management
Massachusetts
$903K -$2.3K -25 -0.3%
BL
997
Balentine LLC
Georgia
$902K +$902K +9,811 New
SI
998
SCP Investment
California
$901K +$901K +9,800 New
HAS
999
HBW Advisory Services
California
$901K +$36.6K +398 +4%
BWA
1000
BlueChip Wealth Advisors
Georgia
$899K +$11.5K +125 +1%
38 39
40
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