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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 %
UIM
1751
Unified Investment Management
Georgia
$244K +$92 +1 +0%
CCM
1752
Chickasaw Capital Management
Tennessee
$244K – – –
First Manhattan
1753
First Manhattan
New York
$244K +$92 +1 +0%
SAM
1754
Sompo Asset Management
Japan
$243K – – –
WTC
1755
WhitTier Trust Company
Nevada
$242K +$12K +131 +5%
PFBT
1756
Parkside Financial Bank & Trust
Missouri
$241K +$10.4K +113 +4%
LWCFA
1757
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$241K – – –
NC
1758
NBW Capital
Massachusetts
$241K +$241K +2,617 New
NRW
1759
Nova R Wealth
Kansas
$241K +$184 +2 +0.1%
CRI
1760
Colonial River Investments
Virginia
$240K -$105K -1,138 -30%
BPWM
1761
Badgley Phelps Wealth Managers
Washington
$240K +$92 +1 +0%
BWP
1762
Barlow Wealth Partners
Kentucky
$240K +$240K +2,653 New
WTFG
1763
Wood Tarver Financial Group
Idaho
$240K -$35.6K -387 -13%
HIM
1764
Hanlon Investment Management
New Jersey
$240K +$240K +2,606 New
LTI
1765
Laffer Tengler Investments
Tennessee
$239K – – –
CFP
1766
Curran Financial Partners
South Carolina
$238K -$16.9K -184 -7%
MW
1767
Marcum Wealth
Ohio
$238K -$20.7K -225 -8%
PGAM
1768
Princeton Global Asset Management
New Jersey
$238K -$52.9K -575 -18%
CFCI
1769
Comprehensive Financial Consultants Institutional
Indiana
$237K +$9.2K +100 +4%
QAM
1770
Q3 Asset Management
Michigan
$237K +$237K +2,586 New
AW
1771
Alteri Wealth
California
$237K -$32.8K -357 -12%
TIA
1772
Traphagen Investment Advisors
New Jersey
$237K +$237K +2,576 New
TCBWMS
1773
Texas Capital Bank Wealth Management Services
Texas
$237K -$1.75K -19 -0.7%
SIC
1774
Samalin Investment Counsel
New York
$237K +$644 +7 +0.3%
LAM
1775
Longboard Asset Management
Arizona
$237K – – –
69 70
71
72 73