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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 %
FFB
1676
First Financial Bankshares
Texas
$275K – – –
GL
1677
Gerber LLC
Ohio
$274K -$5.61K -61 -2%
ACM
1678
Ardent Capital Management
Ohio
$274K -$13.5K -147 -5%
VWM
1679
Vermillion Wealth Management
Minnesota
$274K – – –
LGG
1680
Luts & Greenleigh Group
Maryland
$274K +$276 +3 +0.1%
BWG
1681
Berry Wealth Group
Texas
$273K +$1.2K +13 +0.4%
AIM
1682
Athena Investment Management
California
$272K -$15.2K -165 -5%
SIA
1683
Soltis Investment Advisors
Utah
$272K -$31.8K -346 -10%
LCM
1684
Lazari Capital Management
California
$271K -$22.4K -244 -8%
BMO
1685
Beck Mack & Oliver
New York
$271K -$46K -500 -14%
SA
1686
Strategic Advisors
New York
$271K -$145K -1,573 -35%
GWM
1687
Glass Wealth Management
Texas
$270K -$57.5K -625 -18%
AAP
1688
Arax Advisory Partners
Colorado
$269K +$153K +1,667 +132%
HIC
1689
Harvey Investment Company
Kentucky
$269K – – –
DWAM
1690
Duncan Williams Asset Management
Tennessee
$269K +$4.23K +46 +2%
IIC
1691
Ironwood Investment Counsel
Arizona
$268K +$22.5K +245 +9%
SCM
1692
Saxony Capital Management
Missouri
$267K -$14.8K -161 -5%
GIA
1693
Gateway Investment Advisers
Ohio
$267K +$644 +7 +0.2%
CA
1694
Continuum Advisory
Idaho
$267K +$104K +1,126 +63%
BFA
1695
Buttonwood Financial Advisors
Maryland
$267K – – –
IA
1696
Intellus Advisors
Florida
$267K – – –
OL
1697
OneFund LLC
Florida
$266K +$92 +1 +0%
FA
1698
FDx Advisors
Illinois
$266K -$41.5K -451 -13%
OWA
1699
Octavia Wealth Advisors
Ohio
$266K – – –
LWA
1700
Ledgewood Wealth Advisors
New Hampshire
$266K – – –
66 67
68
69 70