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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 %
SA
1476
Sovran Advisors
California
$382K +$40.4K +440 +12%
1SB
1477
1ST Source Bank
Indiana
$382K -$6.71K -73 -2%
RCM
1478
Requisite Capital Management
Texas
$381K -$90.5K -984 -19%
LWMT
1479
Legacy Wealth Management (Tennessee)
Tennessee
$381K -$61.3K -667 -14%
TCOT
1480
Trust Company of Toledo
Ohio
$380K -$18.4K -200 -5%
TIM
1481
Thompson Investment Management
Wisconsin
$380K -$184 -2 -0%
Connor, Clark & Lunn Investment Management (CC&L)
1482
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$379K -$21.3M -231,338 -98%
OTL
1483
Oak Thistle LLC
New York
$376K +$376K +4,085 New
CF
1484
Claris Financial
Virginia
$375K – – –
BC
1485
Bayforest Capital
United Kingdom
$375K +$280K +3,047 +296%
OHWA
1486
Oak Hill Wealth Advisors
Virginia
$375K – – –
HDIM
1487
Hanson & Doremus Investment Management
Vermont
$373K – – –
BFC
1488
Bedel Financial Consulting
Indiana
$372K – – –
SS
1489
Sunbelt Securities
Texas
$372K -$145K -1,582 -28%
ETS
1490
ESL Trust Services
New York
$372K – – –
PB
1491
Pinnacle Bancorp
Nebraska
$371K +$2.94K +32 +0.8%
WFAG
1492
Worth Financial Advisory Group
North Carolina
$370K +$370K +4,027 New
SFB
1493
STAR Financial Bank
Indiana
$370K -$31.8K -346 -8%
AFA
1494
American Financial Advisors
Georgia
$370K -$55.4K -603 -13%
4A
1495
4Wealth Advisors
Illinois
$369K -$19.7K -214 -5%
AS
1496
Altshuler Shaham
Israel
$369K +$229K +2,491 +164%
FA
1497
Fagan Associates
New York
$369K – – –
O3W
1498
Omni 360 Wealth
New Jersey
$368K +$368 +4 +0.1%
EWM
1499
Elmwood Wealth Management
California
$368K – – –
AA
1500
ALPS Advisors
Colorado
$368K -$92 -1 -0%
58 59
60
61 62