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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 %
FF
1776
Francis Financial
$236K -$23.9K -260 -9%
MFA
1777
Mayflower Financial Advisors
Massachusetts
$236K +$2.12K +23 +0.9%
FG
1778
Foster Group
Iowa
$236K +$236K +2,565 New
RWP
1779
Revolve Wealth Partners
New Jersey
$235K +$6.9K +75 +3%
LI
1780
LMCG Investments
Massachusetts
$234K – – –
HS
1781
Horan Securities
United States
$234K +$184 +2 +0.1%
MWP
1782
Meriwether Wealth & Planning
Louisiana
$234K – – –
TW
1783
Traveka Wealth
California
$233K +$233K +2,538 New
KFGG
1784
Keystone Financial Group (Georgia)
Georgia
$233K -$6.66K -73 -3%
HIW
1785
Holos Integrated Wealth
Pennsylvania
$233K – – –
MFS
1786
Madrona Financial Services
Washington
$233K -$1.01K -11 -0.4%
GWMR
1787
GC Wealth Management RIA
Massachusetts
$232K +$232K +2,528 New
VCM
1788
Versant Capital Management
Arizona
$232K +$116K +1,260 +100%
T
1789
TOBAM
France
$231K -$157K -1,706 -40%
PSCM
1790
Per Stirling Capital Management
Texas
$230K +$1.47K +16 +0.6%
AFA
1791
AA Financial Advisors
Ohio
$230K – – –
GSB
1792
Greenfield Savings Bank
Massachusetts
$230K – – –
Fayez Sarofim & Co
1793
Fayez Sarofim & Co
Texas
$230K – – –
GWCM
1794
Godshalk Welsh Capital Management
Pennsylvania
$230K – – –
EC
1795
Enhancing Capital
Pennsylvania
$230K – – –
APG
1796
Abacus Planning Group
South Carolina
$230K +$230K +2,498 New
VCP
1797
Verus Capital Partners
Arizona
$229K -$40.9K -445 -15%
ACM
1798
Advance Capital Management
Michigan
$229K -$1.47K -16 -0.6%
ALC
1799
Alexander Labrunerie & Co
Missouri
$229K -$18.4K -200 -7%
KFG
1800
Kingdom Financial Group
Arizona
$228K -$111K -1,208 -33%
70 71
72
73 74