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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 %
MWA
1851
Muirfield Wealth Advisors
North Carolina
$213K +$213K +2,320 New
ST
1852
Smithfield Trust
Pennsylvania
$213K +$36.8K +400 +21%
AGWCA
1853
Annis Gardner Whiting Capital Advisors
Florida
$213K – – –
NCM
1854
Noesis Capital Mangement
Florida
$212K +$212K +2,311 New
BBA
1855
Braun-Bostich & Associates
Pennsylvania
$212K +$212K +2,310 New
PWP
1856
Phillips Wealth Planners
Mississippi
$212K +$212K +2,361 New
PL
1857
Parthenon LLC
Kentucky
$212K +$212K +2,307 New
AWM
1858
Accel Wealth Management
Iowa
$212K +$212K +2,307 New
SPWG
1859
Sage Private Wealth Group
Illinois
$212K +$212K +2,305 New
AFA
1860
AllGen Financial Advisors
Florida
$211K +$211K +2,300 New
OP
1861
ORG Partners
Indiana
$211K +$14K +152 +7%
ACM
1862
Alamar Capital Management
California
$211K +$211K +2,298 New
TIA
1863
Tiemann Investment Advisors
California
$211K +$211K +2,295 New
PMSA
1864
Patrick M. Sweeney & Associates
Illinois
$211K +$211K +2,293 New
HL
1865
HeadInvest LLC
Maine
$210K +$210K +2,284 New
CWM
1866
Crowley Wealth Management
Delaware
$210K -$18.4K -200 -8%
EGM
1867
Engineers Gate Manager
New York
$209K -$530K -5,761 -72%
RWA
1868
Roberts Wealth Advisors
California
$209K +$209K +2,271 New
HCP
1869
Hardin Capital Partners
South Carolina
$209K +$209K +2,271 New
THCM
1870
Taylor Hoffman Capital Management
Virginia
$208K +$208K +2,270 New
PCA
1871
Prosperity Capital Advisors
Ohio
$208K -$861K -9,376 -81%
SFPG
1872
Stonebridge Financial Planning Group
Florida
$208K +$208K +2,260 New
BW
1873
BXM Wealth
Colorado
$207K +$207K +2,250 New
AW
1874
Alaethes Wealth
Nevada
$207K +$207K +2,250 New
EB
1875
Emprise Bank
Kansas
$207K +$207K +2,248 New
73 74
75
76 77