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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 %
SFA
1501
Semmax Financial Advisors
North Carolina
$367K +$2.62K +29 +0.7%
PL
1502
Plancorp LLC
Missouri
$367K +$18K +196 +5%
AWM
1503
Avior Wealth Management
Nebraska
$367K +$2.3K +25 +0.6%
PPC
1504
Park Place Capital
Alabama
$366K -$96.3K -1,047 -21%
BBA
1505
BLB&B Advisors
Pennsylvania
$366K -$3.4K -37 -0.9%
PFWA
1506
Paces Ferry Wealth Advisors
Georgia
$366K +$1.38K +15 +0.4%
CFG
1507
Cooper Financial Group
California
$366K +$31K +337 +9%
HA
1508
Huntleigh Advisors
Missouri
$364K -$2.48K -27 -0.7%
CCB
1509
Cutter & Co Brokerage
Missouri
$364K -$32.1K -349 -8%
SW
1510
Simplicity Wealth
New Jersey
$363K +$363K +3,948 New
AA
1511
Advisory Alpha
Michigan
$363K +$7.36K +80 +2%
WF
1512
Wayfinding Financial
Washington
$362K +$3.85K +42 +1%
MJRIC
1513
Mogy Joel R Investment Counsel
California
$362K -$9.2K -100 -2%
BLAM
1514
Bourne Lent Asset Management
New York
$361K – – –
LOPW
1515
Live Oak Private Wealth
North Carolina
$361K – – –
ST
1516
Spinnaker Trust
Maine
$361K +$361K +3,928 New
KA
1517
Klingman & Associates
New York
$361K +$7.63K +83 +2%
EF
1518
Elite Financial
Idaho
$360K -$56.9K -619 -14%
FA
1519
Financial Advisors
Massachusetts
$360K +$2.85K +31 +0.8%
QC
1520
Quent Capital
New York
$359K +$6.07K +66 +2%
WG
1521
Wealth Group
North Carolina
$358K -$172K -1,873 -32%
IC
1522
Iconiq Capital
California
$358K -$14K -152 -4%
IFWM
1523
Institute for Wealth Management
Colorado
$357K -$9.1K -99 -2%
SAW
1524
Signal Advisors Wealth
Michigan
$357K -$9.75K -106 -3%
PTP
1525
Platform Technology Partners
New York
$356K +$13.3K +145 +4%
59 60
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