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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 %
CFB
1101
Cullen/Frost Bankers
Texas
$737K +$5.43K +59 +0.7%
FA
1102
Faithward Advisors
Pennsylvania
$737K +$19.1K +208 +3%
AIC
1103
Archer Investment Corporation
Indiana
$736K – – –
GWA
1104
Geometric Wealth Advisors
District of Columbia
$736K -$1.56K -17 -0.2%
DWT
1105
Dorsey & Whitney Trust
South Dakota
$733K -$37.3K -406 -5%
FT
1106
Fiduciary Trust
Massachusetts
$732K -$644 -7 -0.1%
EW
1107
Element Wealth
Mississippi
$731K -$33.6K -365 -4%
AIP
1108
Arrowpoint Investment Partners
Singapore
$726K +$478K +5,200 +193%
GSEP
1109
Golden State Equity Partners
California
$726K -$335K -3,648 -32%
SF
1110
SageOak Financial
Oklahoma
$721K – – –
BRWM
1111
Blue Rock Wealth Management
North Carolina
$719K – – –
NG
1112
Norden Group
Utah
$718K -$28.7K -312 -4%
PMG
1113
ProVise Management Group
Florida
$713K -$47.2K -513 -6%
PSFG
1114
Prairie Sky Financial Group
Illinois
$712K – – –
EB
1115
Eastern Bank
Massachusetts
$710K +$59.8K +650 +9%
NAG
1116
Northstar Advisory Group
New Jersey
$709K -$45.6K -496 -6%
BBNB
1117
Baker Boyer National Bank
Washington
$707K – – –
PIA
1118
Pinion Investment Advisors
Kansas
$707K +$104K +1,126 +17%
WDG
1119
Wealth Dimensions Group
Ohio
$707K -$20.6K -224 -3%
SIMG
1120
Sonora Investment Management Group
Arizona
$702K +$33.8K +368 +5%
SWMG
1121
Sard Wealth Management Group
Georgia
$702K +$5.43K +59 +0.8%
MWA
1122
Midland Wealth Advisors
Illinois
$697K -$81K -881 -10%
FFP
1123
FourThought Financial Partners
Florida
$696K -$24.5K -266 -3%
FC
1124
Farringdon Capital
United Kingdom
$692K +$692K +7,529 New
SA
1125
Skyline Advisors
Washington
$690K -$920 -10 -0.1%
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45
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