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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 %
IWA
1276
IVC Wealth Advisors
Pennsylvania
$526K +$368 +4 +0.1%
FPGT
1277
Financial Partners Group (Tennessee)
Tennessee
$525K -$18.3K -199 -3%
AFP
1278
Ausdal Financial Partners
Iowa
$523K +$37.2K +405 +8%
MNBTD
1279
Moody National Bank Trust Division
Texas
$522K +$36.6K +398 +8%
JSW
1280
Journey Strategic Wealth
New Jersey
$521K +$66.9K +728 +15%
FOFP
1281
Fee-Only Financial Planning
South Carolina
$520K – – –
RBWA
1282
RFG - Bristol Wealth Advisors
Massachusetts
$518K -$11.7K -127 -2%
CC
1283
Centiva Capital
New York
$517K +$517K +5,628 New
IEFM
1284
IQ EQ Fund Management
Ireland
$517K – – –
SWA
1285
Stratos Wealth Advisors
Ohio
$517K -$34.6K -376 -6%
AF
1286
Apexium Financial
Texas
$517K +$78.4K +853 +18%
TGAM
1287
TBH Global Asset Management
Tennessee
$516K -$41.8K -455 -7%
FBT
1288
First Bankers Trust
Kentucky
$516K +$87.4K +950 +20%
CAAS
1289
Capital Asset Advisory Services
Michigan
$515K +$8.95K +98 +2%
BA
1290
Ballew Advisors
Mississippi
$515K -$10.7K -119 -2%
CFIA
1291
Cantor Fitzgerald Investment Advisors
New York
$515K – – –
SCM
1292
SCS Capital Management
Massachusetts
$515K +$515K +5,597 New
GWSG
1293
GPS Wealth Strategies Group
Colorado
$514K -$35.2K -383 -6%
VIPI
1294
Vista Investment Partners II
Indiana
$514K +$1.93K +21 +0.4%
ALAM
1295
Asahi Life Asset Management
Japan
$514K +$514K +5,590 New
DA
1296
Doliver Advisors
Texas
$513K -$13.8K -150 -3%
OIS
1297
OneAscent Investment Solutions
Alabama
$510K +$510K +5,551 New
WDC
1298
Woodward Diversified Capital
California
$509K +$36K +392 +8%
DLHL
1299
Donald L. Hagan LLC
Florida
$504K +$92 +1 +0%
MC
1300
Mathes Company
New York
$501K – – –
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