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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 %
CGL
1201
Clarius Group LLC
Washington
$598K -$3.59K -39 -0.6%
RWA
1202
River Wealth Advisors
Pennsylvania
$597K -$25.6K -278 -4%
PFG
1203
Prosperity Financial Group
California
$596K +$1.93K +21 +0.3%
LBC
1204
Lowe Brockenbrough & Co
Virginia
$595K -$4.51K -49 -0.8%
TTWM
1205
TCV Trust & Wealth Management
Virginia
$591K +$12.5K +136 +2%
BAAM
1206
Baker Avenue Asset Management
California
$589K -$165K -1,791 -22%
GFG
1207
Goldstone Financial Group
Illinois
$589K -$3.68K -40 -0.6%
CWM
1208
Cordatus Wealth Management
Pennsylvania
$589K +$23.7K +258 +4%
MHIC
1209
Marble Harbor Investment Counsel
Massachusetts
$588K -$4.23K -46 -0.7%
APA
1210
Astoria Portfolio Advisors
New York
$588K +$43.3K +475 +8%
NRI
1211
NFP Retirement Inc
California
$588K -$14.5K -158 -2%
WF
1212
Welch & Forbes
Massachusetts
$584K -$39.4K -429 -6%
SWA
1213
Strategies Wealth Advisors
Michigan
$583K +$583K +6,335 New
BFA
1214
Bill Few Associates
Pennsylvania
$581K +$46K +500 +9%
AWA
1215
Aaron Wealth Advisors
Illinois
$581K +$31.8K +346 +6%
BAM
1216
Broyhill Asset Management
North Carolina
$581K – – –
CBB
1217
Citizens Business Bank
California
$579K +$370K +4,026 +177%
SC
1218
Syon Capital
California
$579K +$103K +1,119 +22%
LC
1219
LCNB Corp
Ohio
$579K +$25.6K +278 +5%
NP
1220
Nilsine Partners
Colorado
$578K +$11.5K +125 +2%
BWS
1221
BCR Wealth Strategies
Alabama
$577K -$23K -251 -4%
NPFS
1222
Novak & Powell Financial Services
Florida
$570K – – –
EWA
1223
Elevate Wealth Advisory
Georgia
$569K -$1.29K -14 -0.2%
AB
1224
Atlas Brown
Kentucky
$568K +$6.71K +73 +1%
HR
1225
Howe & Rusling
New York
$567K +$5.43K +59 +1%
47 48
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