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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 %
KCFA
1376
Key Client Fiduciary Advisors
New Jersey
$445K +$6.99K +76 +2%
FWCM
1377
Ferguson Wellman Capital Management
Oregon
$445K +$44.1K +480 +11%
MCWS
1378
McKinley Carter Wealth Services
West Virginia
$442K -$64.5K -702 -13%
Two Sigma Investments
1379
Two Sigma Investments
New York
$441K -$993K -10,800 -69%
CAWM
1380
Capital Advisors Wealth Management
Washington
$441K +$20.1K +219 +5%
WMA
1381
Wealth Management Associates
New Jersey
$441K -$67.1K -730 -13%
NFG
1382
Nadler Financial Group
Illinois
$439K – – –
MGAM
1383
McGowan Group Asset Management
Texas
$437K +$6.99K +76 +2%
UF
1384
Univest Financial
Pennsylvania
$437K +$37.8K +411 +9%
RWS
1385
Resolute Wealth Strategies
Mississippi
$436K +$199K +2,169 +84%
NF
1386
Nikulski Financial
Iowa
$436K +$65.6K +714 +18%
TP
1387
Tranquility Partners
Tennessee
$435K -$276 -3 -0.1%
RCM
1388
RB Capital Management
Nevada
$435K -$14.6K -159 -3%
BRM
1389
Boston Research & Management
Massachusetts
$433K – – –
HWMO
1390
Heritage Wealth Management (Ohio)
Ohio
$433K -$5.52K -60 -1%
BIM
1391
Bridges Investment Management
Nebraska
$431K – – –
CAM
1392
CenterStar Asset Management
Illinois
$430K +$430K +4,678 New
T. Rowe Price Investment Management
1393
T. Rowe Price Investment Management
Maryland
$430K +$430K +4,671 New
EE
1394
EWG Elevate
California
$429K +$276 +3 +0.1%
TSS
1395
Thomas Story & Son
Indiana
$428K – – –
OAM
1396
Oppenheimer Asset Management
New York
$427K +$16.7K +182 +4%
AAS
1397
AdviceOne Advisory Services
Connecticut
$426K – – –
VCM
1398
Violich Capital Management
California
$426K – – –
WCFA
1399
Walkner Condon Financial Advisors
Wisconsin
$426K -$109K -1,183 -20%
DWM
1400
Drive Wealth Management
Utah
$425K +$15.2K +165 +4%
54 55
56
57 58