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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 %
FFG
1826
Floyd Financial Group
Missouri
$221K +$221K +2,407 New
PIWA
1827
Prevail Innovative Wealth Advisors
Kansas
$221K +$221K +2,405 New
FFP
1828
Forbes Financial Planning
Rhode Island
$221K +$221K +2,404 New
HFM
1829
Harvest Fund Management
China
$221K +$11.1K +120 +5%
RHIG
1830
R.H. Investment Group
Arizona
$221K +$221K +2,400 New
HCM
1831
Hilton Capital Management
New York
$221K +$221K +2,400 New
ITB
1832
Idaho Trust Bank
Idaho
$221K +$221K +2,400 New
CFM
1833
Catalyst Funds Management
Australia
$221K +$221K +2,400 New
ACGA
1834
Atlanta Consulting Group Advisors
Georgia
$220K -$24.2K -263 -10%
WI
1835
WrapManager Inc
California
$220K +$220K +2,393 New
CG
1836
CFO4Life Group
Texas
$220K +$220K +2,392 New
EIM
1837
Essex Investment Management
Massachusetts
$220K -$828 -9 -0.4%
OFA
1838
Oak Family Advisors
Illinois
$220K +$220K +2,388 New
PIFP
1839
Partners in Financial Planning
Virginia
$219K +$219K +2,386 New
WA
1840
Wealth Architects
California
$219K +$219K +2,379 New
MLFP
1841
MPS Loria Financial Planners
Illinois
$218K +$218K +2,374 New
BOS
1842
Bank of Stockton
California
$218K +$218K +2,370 New
CRC
1843
Curi RMB Capital
Illinois
$217K +$217K +2,365 New
CFD
1844
Creative Financial Designs
Indiana
$217K +$52.3K +569 +32%
WBWA
1845
William B. Walkup & Associates
South Carolina
$217K – – –
BWM
1846
BankPlus Wealth Management
Mississippi
$216K +$216K +2,352 New
CFO
1847
CVA Family Office
Colorado
$215K +$19.5K +212 +10%
FFC
1848
Frederick Financial Consultants
Maryland
$214K +$214K +2,329 New
SCG
1849
Sonata Capital Group
Washington
$214K +$214K +2,325 New
AI
1850
Accredited Investors
Minnesota
$214K +$214K +2,326 New
72 73
74
75 76