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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 %
JLBC
1426
J.L. Bainbridge & Co
Florida
$409K +$368 +4 +0.1%
FWM
1427
Fonville Wealth Management
Virginia
$408K -$10.8K -118 -3%
GCP
1428
GSA Capital Partners
United Kingdom
$408K -$49.5K -538 -11%
VSQM
1429
V-Square Quantitative Management
Illinois
$408K -$34.3K -373 -8%
TC
1430
Truvestments Capital
Florida
$408K +$129K +1,407 +46%
PIM
1431
Penobscot Investment Management
Massachusetts
$408K – – –
TWA
1432
TCI Wealth Advisors
Arizona
$408K +$5.33K +58 +1%
GWP
1433
Gateway Wealth Partners
Wisconsin
$407K +$407K +4,429 New
CBT
1434
Crews Bank & Trust
Florida
$407K – – –
KFP
1435
KMG Fiduciary Partners
Ohio
$407K -$1.38K -15 -0.3%
BDL
1436
Bey-Douglas LLC
Georgia
$407K -$644 -7 -0.2%
Jane Street
1437
Jane Street
New York
$405K -$1.02M -11,127 -72%
WEG
1438
World Equity Group
Illinois
$404K -$418K -4,605 -51%
CCFCSB
1439
Cape Cod Five Cents Savings Bank
Massachusetts
$404K – – –
MWC
1440
MBM Wealth Consultants
Missouri
$403K +$48.3K +525 +14%
TCOTS
1441
Trust Company of the South
North Carolina
$400K +$4.05K +44 +1%
FAM
1442
Flaharty Asset Management
Florida
$400K -$36.9K -401 -8%
CAS
1443
Coppell Advisory Solutions
Texas
$399K +$25.6K +280 +7%
PMFA
1444
Plante Moran Financial Advisors
Michigan
$399K -$37K -402 -8%
WP
1445
Wealthspan Partners
Iowa
$399K +$184 +2 +0%
SSC
1446
Syverson Strege & Co
Iowa
$398K +$5.7K +62 +1%
LFA
1447
Longview Financial Advisors
Alabama
$397K +$368 +4 +0.1%
SWAG
1448
Spectrum Wealth Advisory Group
California
$395K +$69.5K +756 +21%
HA
1449
HC Advisors
Georgia
$394K +$180K +1,956 +84%
SC
1450
Scotia Capital
Ontario, Canada
$393K -$74.3K -808 -16%
56 57
58
59 60