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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 %
SAM
1001
Secure Asset Management
Michigan
$898K -$10.5K -114 -1%
FAIM
1002
Financial Advocates Investment Management
Washington
$896K +$23.4K +255 +3%
CPIG
1003
Chicago Partners Investment Group
Illinois
$895K +$28.4K +308 +3%
AG
1004
Ascent Group
Virginia
$893K +$517K +5,624 +138%
BFA
1005
Beaumont Financial Advisors
Massachusetts
$890K +$2.67K +29 +0.3%
HPC
1006
HM Payson & Co
Maine
$890K +$77.2K +840 +10%
CT
1007
Chicago Trust
Illinois
$888K +$45.5K +495 +5%
TWM
1008
Trueblood Wealth Management
Ohio
$886K -$460 -5 -0.1%
GAMC
1009
Garner Asset Management Corp
Texas
$885K +$2.85K +31 +0.3%
MMG
1010
Monetary Management Group
Missouri
$883K – – –
IB
1011
Intrust Bank
Kansas
$882K -$11.6K -126 -1%
BMCM
1012
Bryn Mawr Capital Management
Pennsylvania
$877K -$15.6K -170 -2%
CPC
1013
Cookson Peirce & Co
Pennsylvania
$876K -$10.5K -114 -1%
AF
1014
Advisornet Financial
Minnesota
$876K +$145K +1,573 +20%
AA
1015
Ancora Advisors
Ohio
$874K +$1.1K +12 +0.1%
WAC
1016
William Allan Corp
Colorado
$872K +$89.7K +975 +11%
RMP
1017
Richards, Merrill & Peterson
Washington
$870K +$46.3K +504 +6%
CP
1018
Clarendon Private
Massachusetts
$869K +$367K +3,988 +73%
MA
1019
MONECO Advisors
Connecticut
$869K +$49.6K +539 +6%
IA
1020
Inspire Advisors
Idaho
$867K +$612K +6,661 +240%
GLLW
1021
Graves Light Lenhart Wealth
Virginia
$865K +$919 +10 +0.1%
ES
1022
Eagle Strategies
New York
$865K -$4.23K -46 -0.5%
BAM
1023
Belpointe Asset Management
Nevada
$860K -$294K -3,203 -26%
DCM
1024
Davis Capital Management
Florida
$857K -$265K -2,885 -24%
CCFM
1025
Clear Creek Financial Management
Washington
$856K -$17.3K -188 -2%
39 40
41
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