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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 %
BONH
1601
Bank of New Hampshire
New Hampshire
$303K +$29.9K +325 +11%
SWP
1602
Summit Wealth Partners
Florida
$303K – – –
WAM
1603
WealthTrust Asset Management
Florida
$302K +$368 +4 +0.1%
PWM
1604
PBMares Wealth Management
Virginia
$302K +$460 +5 +0.2%
SCP
1605
Sivia Capital Partners
California
$301K +$13.2K +144 +5%
MAFA
1606
MJT & Associates Financial Advisory
Minnesota
$301K +$301K +3,274 New
SW
1607
SkyOak Wealth
Michigan
$300K +$300K +3,265 New
SN
1608
Sittner & Nelson
Oregon
$300K +$1.38K +15 +0.5%
RFM
1609
Royal Fund Management
Florida
$299K +$1.93K +21 +0.6%
NRS
1610
Neville Rodie & Shaw
New York
$299K +$54.8K +595 +22%
IAS
1611
Insigneo Advisory Services
Florida
$299K +$9.38K +102 +3%
IA
1612
Insight Advisors
Pennsylvania
$299K – – –
FA
1613
FSA Advisors
Michigan
$298K +$298K +3,246 New
CFP
1614
Catalyst Financial Partners
Massachusetts
$298K -$6.53K -71 -2%
PFW
1615
Petros Family Wealth
Minnesota
$298K +$6.25K +68 +2%
SIS
1616
Sound Income Strategies
Florida
$297K -$390K -4,244 -57%
IAS
1617
Investment Advisory Services
Texas
$297K +$1.66K +18 +0.6%
CIA
1618
Choate Investment Advisors
Massachusetts
$296K +$4.78K +52 +2%
PWM
1619
Power Wealth Management
Georgia
$295K +$2.21K +24 +0.8%
PCA
1620
Private Capital Advisors
Connecticut
$294K – – –
PIMG
1621
Patriot Investment Management Group
Tennessee
$294K -$5.61K -61 -2%
ZF
1622
Zhang Financial
Michigan
$294K -$25.8K -281 -8%
CA
1623
Calton & Associates
Florida
$294K +$294K +3,194 New
BWM
1624
Biltmore Wealth Management
Arizona
$294K +$276 +3 +0.1%
CT
1625
Coastline Trust
Rhode Island
$293K +$92.7K +1,008 +46%
63 64
65
66 67