SO icon

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 %
AT
1251
Arlington Trust
Alabama
$547K -$135K -1,466 -20%
CCT
1252
Capital City Trust
Florida
$547K +$547K +5,945 New
MCP
1253
Mirador Capital Partners
California
$547K +$23.9K +260 +5%
IF
1254
Intrua Financial
Texas
$543K +$9.75K +106 +2%
PWPS
1255
Pinnacle Wealth Planning Services
Ohio
$543K +$3.22K +35 +0.6%
PA
1256
Probity Advisors
Texas
$543K -$18.4K -200 -3%
SOAMC
1257
Spirit of America Management Corp
New York
$543K +$46K +500 +9%
VFP
1258
Verus Financial Partners
Virginia
$542K – – –
KFA
1259
Kapstone Financial Advisors
Ohio
$541K -$92 -1 -0%
SC
1260
Schulhoff & Co
Ohio
$540K -$11.5K -125 -2%
OFS
1261
OMC Financial Services
New York
$539K – – –
APW
1262
Austin Private Wealth
Texas
$538K +$47.5K +517 +10%
DI
1263
Diligent Investors
California
$538K -$8.92K -97 -2%
CSI
1264
Cross Staff Investments
New York
$537K – – –
OIA
1265
Optimum Investment Advisors
Illinois
$536K – – –
BHWM
1266
Bar Harbor Wealth Management
New Hampshire
$534K – – –
FPL
1267
Fortress Private Ledger
North Carolina
$534K +$8.92K +97 +2%
ACI
1268
Alpha Cubed Investments
California
$531K +$27.4K +298 +5%
ORC
1269
O'Rourke & Company
Massachusetts
$531K +$552 +6 +0.1%
KIA
1270
Knollwood Investment Advisory
Maryland
$531K – – –
MEAC
1271
M.E. Allison & Co
Texas
$529K +$257K +2,800 +95%
CIP
1272
Convergence Investment Partners
Florida
$529K +$529K +5,750 New
SAM
1273
Summit Asset Management
Tennessee
$528K +$1.38K +15 +0.3%
HPBT
1274
Hickory Point Bank & Trust
Illinois
$528K -$4.6K -50 -0.9%
M
1275
MOTCO
Texas
$527K +$19.4K +211 +4%
49 50
51
52 53