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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 %
FSA
1126
Franklin Street Advisors
North Carolina
$684K -$68.7K -748 -9%
PCM
1127
Polymer Capital Management
New York
$684K +$684K +7,437 New
AHL
1128
Abel Hall LLC
Louisiana
$681K +$49.7K +541 +8%
MWM
1129
Modern Wealth Management
Kansas
$680K -$143K -1,556 -17%
FCAS
1130
First Command Advisory Services
Texas
$678K -$150K -1,634 -18%
WMWM
1131
Wilkins Miller Wealth Management
Alabama
$678K +$552 +6 +0.1%
WFA
1132
WMG Financial Advisors
Tennessee
$676K -$695K -7,563 -51%
MAM
1133
McLean Asset Management
Virginia
$671K -$11.1K -128 -2%
DFG
1134
Delta Financial Group
New Jersey
$671K -$23.8K -268 -3%
BAM
1135
Beaumont Asset Management
Texas
$671K +$8.74K +95 +1%
FEG
1136
Financial Enhancement Group
Indiana
$670K +$304K +3,312 +83%
TW
1137
TritonPoint Wealth
Maryland
$669K +$4.23K +46 +0.6%
HSA
1138
HBK Sorce Advisory
Pennsylvania
$666K -$293K -3,183 -31%
APC
1139
Asset Planning Corporation
Tennessee
$665K – – –
DJYG
1140
David J. Yvars Group
Florida
$665K +$368 +4 +0.1%
CI
1141
Conning Inc
Connecticut
$665K +$12.8K +139 +2%
AC
1142
AlphaCore Capital
California
$663K +$121K +1,318 +22%
BIA
1143
Beacon Investment Advisors
Maryland
$663K +$21K +228 +3%
SW
1144
SteelPeak Wealth
California
$662K -$2.9M -31,561 -81%
CSB
1145
City State Bank
Iowa
$661K – – –
CTB
1146
Country Trust Bank
Illinois
$660K +$4.14K +45 +0.6%
CT
1147
Clearstead Trust
Maine
$660K +$21.9K +238 +3%
BST
1148
Bath Savings Trust
Maine
$660K -$33K -359 -5%
AWP
1149
Atlas Wealth Partners
Pennsylvania
$659K +$68.1K +740 +12%
BFG
1150
Berger Financial Group
Minnesota
$657K -$2.76K -30 -0.4%
44 45
46
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