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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 %
SL
1226
Summitry LLC
California
$565K +$4.6K +50 +0.8%
AV
1227
Alamea Verwaltungs
New Jersey
$565K +$565K +6,146 New
FC
1228
FORA Capital
Florida
$564K -$3.47M -37,783 -86%
TWM
1229
Thrive Wealth Management
Pennsylvania
$564K -$29.1K -317 -5%
PA
1230
PFW Advisors
Georgia
$562K +$10.7K +116 +2%
HWA
1231
Heritage Wealth Advisors
Virginia
$561K -$20.5K -223 -4%
TFA
1232
Trinity Financial Advisors
Ohio
$557K +$182K +1,961 +48%
RIP
1233
Reliant Investment Partners
North Carolina
$555K -$6.81K -74 -1%
CWM
1234
Cranbrook Wealth Management
Michigan
$555K – – –
3IP
1235
3Chopt Investment Partners
Virginia
$555K +$555K +6,036 New
CWMA
1236
Capstone Wealth Management (Alabama)
Alabama
$555K -$82.9K -902 -13%
BOJHT
1237
Bank of Jackson Hole Trust
Wyoming
$555K -$5.39K -60 -1%
EGWAG
1238
Elwood & Goetz Wealth Advisory Group
Georgia
$554K -$16.6K -181 -3%
IP
1239
Integras Partners
Georgia
$554K +$92 +1 +0%
NFG
1240
Nations Financial Group
Iowa
$553K – – –
PWM
1241
Partners Wealth Management
California
$553K -$17.3K -188 -3%
OIC
1242
Orion Investment Company
Missouri
$553K – – –
GWA
1243
Gratus Wealth Advisors
Virginia
$553K +$18.5K +201 +3%
BTD
1244
BankPlus Trust Department
Mississippi
$552K +$2.67K +29 +0.5%
LC
1245
Lindbrook Capital
California
$552K +$14.6K +159 +3%
UCMOK
1246
United Capital Management of KS
Kansas
$552K +$26.2K +285 +5%
LFS
1247
Legacy Financial Strategies
Kansas
$551K -$1.38K -15 -0.2%
ACP
1248
Arcus Capital Partners
Georgia
$551K +$41.5K +451 +8%
RWI
1249
Red Wave Investments
Pennsylvania
$549K +$276 +3 +0.1%
O
1250
Ossiam
France
$549K -$9.8M -106,592 -95%
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