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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 %
CST
1551
Charles Schwab Trust
Nevada
$332K -$96.5K -1,050 -23%
MFG
1552
MidWestOne Financial Group
Iowa
$332K -$5.98K -65 -2%
TSWM
1553
Tyler-Stone Wealth Management
Ohio
$332K +$1.66K +18 +0.5%
PCP
1554
Proficio Capital Partners
Massachusetts
$331K +$4.78K +52 +1%
IA
1555
IFC Advisors
California
$331K -$5.06K -55 -2%
FCFC
1556
First Citizens Financial Corp
Iowa
$330K – – –
UWP
1557
Uniting Wealth Partners
Kansas
$329K – – –
PWAM
1558
Private Wealth Asset Management
Iowa
$329K +$329K +3,583 New
WT
1559
Washington Trust
Rhode Island
$327K -$18.4K -200 -5%
VWA
1560
VSM Wealth Advisory
Maryland
$326K +$184 +2 +0.1%
NHT
1561
New Hampshire Trust
New Hampshire
$326K +$4.14K +45 +1%
AGC
1562
Aspen Grove Capital
Colorado
$325K +$10.2K +111 +3%
WMN
1563
Wealth Management Nebraska
Nebraska
$325K – – –
PP
1564
PDS Planning
Ohio
$325K +$46.8K +509 +17%
BTWM
1565
Brass Tax Wealth Management
Ohio
$324K +$14.3K +155 +5%
EA
1566
Enclave Advisors
Texas
$324K +$1.29K +14 +0.4%
NRC
1567
New Republic Capital
North Carolina
$324K +$22.7K +247 +8%
FAT
1568
First American Trust
California
$323K -$32.3K -351 -9%
SP
1569
Symmetry Partners
Connecticut
$323K – – –
SLT
1570
St Louis Trust
Missouri
$322K – – –
SEIA
1571
Signature Estate & Investment Advisors
California
$321K +$321K +3,496 New
IWM
1572
Integris Wealth Management
California
$321K -$10.3K -112 -3%
SLG
1573
Stanley-Laman Group
Pennsylvania
$320K -$4.51K -49 -1%
Parallax Volatility Advisers
1574
Parallax Volatility Advisers
California
$320K +$320K +3,477 New
ATWA
1575
Arbor Trust Wealth Advisors
Michigan
$319K -$15.5K -169 -5%
61 62
63
64 65