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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 %
UAG
1451
United Advisor Group
Ohio
$393K -$130K -1,414 -25%
PWM
1452
Palumbo Wealth Management
New York
$392K +$32.3K +351 +9%
AA
1453
Auxano Advisors
Washington
$392K +$42K +457 +12%
FA
1454
Fiducient Advisors
Illinois
$391K +$391K +4,253 New
AGA
1455
Arkos Global Advisors
Texas
$391K +$138K +1,500 +54%
AF
1456
AGP Franklin
Tennessee
$391K +$11.5K +126 +3%
Jacobs Levy Equity Management
1457
Jacobs Levy Equity Management
New Jersey
$390K -$24.5M -266,546 -98%
LA
1458
Legacy Advisors
Pennsylvania
$390K -$427K -4,643 -52%
KFS
1459
Keynote Financial Services
Connecticut
$390K – – –
IBOK
1460
Independence Bank of Kentucky
Kentucky
$389K – – –
MF
1461
Meridian Financial
Massachusetts
$389K -$36.8K -400 -9%
GAM
1462
GEM Asset Management
Michigan
$388K – – –
GM
1463
GeoWealth Management
Illinois
$388K -$190K -2,066 -33%
AP
1464
Appleton Partners
Massachusetts
$386K – – –
RCM
1465
Radnor Capital Management
Pennsylvania
$386K – – –
ADL
1466
Asset Dedication LLC
California
$386K +$1.29K +14 +0.3%
SEP
1467
Southland Equity Partners
Missouri
$385K -$4.97K -54 -1%
SAG
1468
SageView Advisory Group
California
$385K +$8K +87 +2%
BOPW
1469
Brandywine Oak Private Wealth
Pennsylvania
$384K – – –
BAM
1470
Byrne Asset Management
New Jersey
$384K +$384K +4,175 New
GC
1471
Garde Capital
Washington
$384K – – –
TC
1472
Trilogy Capital
California
$384K +$1.47K +16 +0.4%
LWM
1473
Level Wealth Management
North Carolina
$384K – – –
BLC
1474
Brown, Lisle/Cummings
Rhode Island
$383K -$13.5K -147 -3%
HCM
1475
Hodges Capital Management
Texas
$382K -$4.6K -50 -1%
57 58
59
60 61