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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 %
LBC
1626
Leigh Baldwin & Co
New York
$293K +$1.1K +12 +0.4%
CW
1627
Code Waechter
Florida
$292K +$292K +3,173 New
CWM
1628
Chesapeake Wealth Management
Virginia
$292K -$5.52K -60 -2%
QPWM
1629
Quadrant Private Wealth Management
Pennsylvania
$292K -$21.2K -231 -7%
RPC
1630
Rossmore Private Capital
Connecticut
$291K +$552 +6 +0.2%
WS
1631
Wela Strategies
Georgia
$291K +$4.14K +45 +1%
MCWA
1632
Meadow Creek Wealth Advisors
Georgia
$290K +$1.75K +19 +0.6%
EWS
1633
Eagle Wealth Strategies
New Jersey
$290K -$21.9K -238 -7%
SAI
1634
Savvy Advisors Inc
New York
$290K +$7.82K +85 +3%
ZAM
1635
Zevin Asset Management
Massachusetts
$290K – – –
DA
1636
Dover Advisors
Virginia
$290K +$290K +3,151 New
CWM
1637
Compass Wealth Management
Connecticut
$290K – – –
FPGK
1638
Financial Partners Group (Kansas)
Kansas
$289K +$1.47K +16 +0.5%
PCG
1639
PFC Capital Group
California
$289K – – –
ACM
1640
Aurdan Capital Management
Pennsylvania
$289K – – –
MHC
1641
May Hill Capital
Massachusetts
$288K -$30.3K -330 -10%
WAM
1642
Worth Asset Management
Texas
$288K +$29.3K +319 +11%
PFA
1643
Pure Financial Advisors
California
$287K +$42.2K +459 +17%
BB
1644
Berkshire Bank
Massachusetts
$287K +$15.3K +166 +6%
GHAM
1645
Gilman Hill Asset Management
Connecticut
$286K -$6.9K -75 -2%
BIG
1646
Brookwood Investment Group
Arizona
$286K +$286K +3,115 New
PPH
1647
Pure Portfolios Holdings
Oregon
$286K -$18.2K -198 -6%
ANTB
1648
AMG National Trust Bank
Colorado
$286K +$2.21K +24 +0.8%
KWM
1649
Kaydan Wealth Management
Michigan
$286K -$18.9K -206 -6%
CPA
1650
Capital Planning Advisors
California
$285K +$2.3K +25 +0.8%
64 65
66
67 68