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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 %
FHA
1176
Flagship Harbor Advisors
Massachusetts
$630K +$8.09K +88 +1%
MAA
1177
Mraz Amerine & Associates
California
$628K – – –
ICM
1178
Islay Capital Management
Texas
$626K – – –
C1AG
1179
Client 1st Advisory Group
Florida
$626K -$14.5K -158 -2%
USB
1180
Union Savings Bank
Connecticut
$625K – – –
SCA
1181
Stokes Capital Advisors
South Carolina
$625K – – –
VHAM
1182
Van Hulzen Asset Management
California
$623K +$92 +1 +0%
VFA
1183
Values First Advisors
Tennessee
$622K +$11.2K +122 +2%
HCM
1184
Howard Capital Management
Georgia
$621K -$65.4K -711 -10%
MS
1185
Madden Securities
Texas
$621K -$230K -2,500 -27%
SWA
1186
SFMG Wealth Advisors
Texas
$619K +$52.9K +575 +9%
FRM
1187
Fox Run Management
Connecticut
$617K +$617K +6,715 New
NCM
1188
Novare Capital Management
North Carolina
$617K +$2.58K +28 +0.4%
SQA
1189
Simon Quick Advisors
New Jersey
$614K +$145K +1,572 +31%
BIG
1190
Builder Investment Group
Georgia
$613K – – –
HCP
1191
Hexagon Capital Partners
Arkansas
$613K +$14K +152 +2%
TC
1192
TFR Capital
Texas
$612K +$612K +6,660 New
BMWM
1193
Brown Miller Wealth Management
Virginia
$612K +$612K +6,659 New
BWG
1194
Beta Wealth Group
California
$609K -$8.74K -95 -1%
BFW
1195
Brady Family Wealth
Missouri
$605K – – –
GSWA
1196
Good Steward Wealth Advisors
Tennessee
$604K +$604K +6,566 New
MGIA
1197
Moneta Group Investment Advisors
Missouri
$603K -$54.7K -595 -8%
CWP
1198
Cyndeo Wealth Partners
Florida
$602K +$828 +9 +0.1%
CL
1199
CVFG LLC
Indiana
$602K +$4.6K +50 +0.8%
MFWP
1200
Mosaic Family Wealth Partners
Missouri
$601K +$12.6K +137 +2%
46 47
48
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