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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 %
WCM
1576
WealthBridge Capital Management
Ohio
$318K – – –
CH
1577
Cromwell Holdings
Wyoming
$318K +$31.3K +340 +11%
CAG
1578
Crestwood Advisors Group
Massachusetts
$318K +$73.4K +798 +30%
SCM
1579
Sterling Capital Management
North Carolina
$317K +$2.58K +28 +0.8%
SCA
1580
Stonebridge Capital Advisors
Minnesota
$317K -$21.5K -234 -6%
WI
1581
Wedgewood Investors
Pennsylvania
$317K – – –
SAM
1582
Satovsky Asset Management
New York
$317K +$2.48K +27 +0.8%
FAG
1583
Fortitude Advisory Group
Washington
$316K -$4.52K -50 -1%
PJWM
1584
Philip James Wealth Mangement
Georgia
$314K -$2.21K -24 -0.7%
HBT
1585
Heartland Bank & Trust
Illinois
$312K -$44.4K -483 -12%
PPWP
1586
Premier Path Wealth Partners
New Jersey
$311K -$7.91K -86 -2%
LGW
1587
Leslie Global Wealth
Illinois
$311K +$311K +3,379 New
SC
1588
Stephens Consulting
Michigan
$311K +$41.6K +452 +15%
SIM
1589
Sentry Investment Management
Wisconsin
$308K +$308K +3,530 New
DDC
1590
DF Dent & Co
Maryland
$307K – – –
IC
1591
Inscription Capital
Texas
$307K +$307K +4,278 New
WJA
1592
Willis Johnson & Associates
Texas
$306K +$368 +4 +0.1%
ZIG
1593
Zullo Investment Group
Pennsylvania
$306K -$3.22K -35 -1%
UWM
1594
USAdvisors Wealth Management
Minnesota
$305K +$7.06K +77 +2%
CMA
1595
Cedar Mountain Advisors
Oregon
$305K +$2.39K +26 +0.8%
AOWM
1596
Alpha Omega Wealth Management
Virginia
$304K +$18.4K +200 +6%
MFC
1597
Morris Financial Concepts
South Carolina
$304K -$31.4K -342 -9%
MWM
1598
Magnolia Wealth Management
Alabama
$304K – – –
CC
1599
Callan Capital
California
$304K +$304K +3,301 New
MCFP
1600
Mallini Complete Financial Planning
Florida
$303K -$276K – –
62 63
64
65 66