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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 %
MFC
1051
Mechanics Financial Corp
Ohio
$810K -$3.22K -35 -0.4%
XWM
1052
Xcel Wealth Management
Florida
$810K +$3.31K +36 +0.4%
WHC
1053
Wulff, Hansen & Co
California
$809K +$133K +1,450 +20%
WWM
1054
Wagner Wealth Management
South Carolina
$807K +$23K +250 +3%
CPA
1055
Court Place Advisors
Maryland
$807K -$20.5K -223 -2%
V
1056
ViaWealth
Kansas
$804K -$131K -1,423 -14%
RSWM
1057
Robertson Stephens Wealth Management
California
$800K -$23.8K -259 -3%
FNC
1058
First National Corp
Massachusetts
$800K -$12.3K -134 -2%
ARC
1059
Advisor Resource Council
Texas
$800K +$800K +8,744 New
OL
1060
one8zero8 LLC
North Carolina
$800K -$21.1K -229 -3%
HCMG
1061
Howard Capital Management Group
California
$800K – – –
KIG
1062
Kennedy Investment Group
New Jersey
$799K +$92 +1 +0%
EWA
1063
Exencial Wealth Advisors
Oklahoma
$799K -$11.9K -129 -1%
CAC
1064
Certified Advisory Corp
Florida
$798K -$120K -1,303 -13%
VCP
1065
Vista Capital Partners
Oregon
$797K +$1.2K +13 +0.2%
BS
1066
Banco Santander
Spain
$797K +$90.1K +980 +13%
SSWM
1067
Smith Salley Wealth Management
North Carolina
$792K -$36.8K -400 -4%
JSL
1068
JT Stratford LLC
Georgia
$791K -$35.3K -384 -4%
RGC
1069
Roberts, Glore & Co
Illinois
$789K – – –
MSWM
1070
McGlone Suttner Wealth Management
Wisconsin
$788K +$10.7K +116 +1%
ACM
1071
Allred Capital Management
Texas
$781K +$736 +8 +0.1%
TWP
1072
Triad Wealth Partners
Kansas
$780K +$11.7K +127 +2%
VH
1073
Visionary Horizons
Tennessee
$779K -$132K -1,435 -14%
NAM
1074
NorthCrest Asset Manangement
Minnesota
$772K +$152K +1,652 +24%
AUB
1075
Atlantic Union Bankshares
Virginia
$771K +$13.8K +150 +2%
41 42
43
44 45