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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 %
GPW
1526
Genesis Private Wealth
Virginia
$355K +$5.88K +64 +2%
NCM
1527
Narwhal Capital Management
Georgia
$355K – – –
CWM
1528
Cabot Wealth Management
Massachusetts
$354K – – –
SCM
1529
Stevens Capital Management
Pennsylvania
$354K -$158K -1,718 -31%
FCA
1530
FLC Capital Advisors
California
$353K – – –
LCM
1531
LCM Capital Management
Illinois
$352K -$3.77K -41 -1%
OBGC
1532
O'Brien Greene & Co
Pennsylvania
$351K – – –
AWM
1533
Altus Wealth Management
Kentucky
$350K – – –
MIC
1534
Meridian Investment Counsel
California
$350K – – –
CM
1535
Cornerstone Management
Georgia
$349K +$92 +1 +0%
KWMG
1536
King Wealth Management Group
Florida
$348K +$13.4K +146 +4%
TVAMP
1537
Tennessee Valley Asset Management Partners
Tennessee
$348K +$348K +3,785 New
IPA
1538
Investment Planning Advisors
Georgia
$343K +$21.4K +233 +7%
LAS
1539
Lloyd Advisory Services
Georgia
$343K +$9.75K +106 +3%
DWA
1540
Douglass Winthrop Advisors
New York
$343K -$14.3K -156 -4%
EIP
1541
Ellis Investment Partners
Pennsylvania
$342K +$1.75K +19 +0.5%
DOA
1542
D'Orazio & Associates
Virginia
$341K +$12.3K +134 +4%
MPM
1543
MBB Public Markets
Illinois
$339K +$339K +3,690 New
QWP
1544
Quotient Wealth Partners
Texas
$338K +$12.9K +140 +4%
FC
1545
Fusion Capital
South Carolina
$338K -$3.22K -35 -0.9%
RIS
1546
Retirement Income Solutions
Michigan
$338K – – –
WCAMG
1547
Woodard & Company Asset Management Group
North Carolina
$337K – – –
LA
1548
Latitude Advisors
Florida
$334K -$4.97K -54 -1%
SRC
1549
Shufro Rose & Co
New York
$334K +$68.8K +748 +26%
HCM
1550
Hall Capital Management
Rhode Island
$332K +$10.9K +118 +3%
60 61
62
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