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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 %
VA
1701
VestGen Advisors
Illinois
$265K +$265K +2,885 New
CAM
1702
Councilmark Asset Management
Tennessee
$265K – – –
IAG
1703
Ipsen Advisor Group
Arkansas
$265K -$5.7K -62 -2%
HPIA
1704
Hamilton Point Investment Advisors
North Carolina
$265K -$460 -5 -0.2%
NEWAS
1705
N.E.W. Advisory Services
Wisconsin
$264K +$2.85K +31 +1%
FWM
1706
Forefront Wealth Management
Pennsylvania
$264K -$3.77K -41 -1%
CWMS
1707
Cannon Wealth Management Services
North Carolina
$264K -$25.5K -277 -9%
ECM
1708
Exchange Capital Management
Michigan
$264K -$5.98K -65 -2%
NB
1709
Northwest Bancshares
Pennsylvania
$264K -$14.7K -160 -5%
CCC
1710
Chelsea Counsel Company
California
$263K +$9.2K +100 +4%
WJWM
1711
Williams Jones Wealth Management
New York
$260K -$57.5K -625 -18%
HCG
1712
Haven Capital Group
California
$260K – – –
MWM
1713
MBE Wealth Management
Wisconsin
$260K +$10.9K +118 +4%
NSAM
1714
North Star Asset Management
Wisconsin
$260K – – –
S
1715
Sunpointe
Missouri
$259K -$23.1K -251 -8%
EFM
1716
E Fund Management
China
$259K +$9.66K +105 +4%
OF
1717
Optimize Financial
California
$259K +$259K +2,816 New
AIM
1718
Advyzon Investment Management
Illinois
$259K -$9.01K -98 -3%
FWM
1719
FSA Wealth Management
Massachusetts
$259K – – –
FWM
1720
Finer Wealth Management
Massachusetts
$258K – – –
LSIA
1721
LaSalle St. Investment Advisors
Illinois
$258K +$258K +2,807 New
BFA
1722
Brown Financial Advisory
Alabama
$258K +$29.1K +316 +13%
PBK
1723
Peoples Bank (Kansas)
Kansas
$257K – – –
BWM
1724
Baron Wealth Management
Michigan
$256K +$256K +2,788 New
EAM
1725
Evanson Asset Management
California
$256K +$256K +2,779 New
67 68
69
70 71