SO icon

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 %
CFS
1901
Commonwealth Financial Services
West Virginia
$201K +$201K +2,181 New
CWM
1902
Copia Wealth Management
Oregon
$201K +$150K +1,631 +297%
RIA
1903
Realta Investment Advisors
Delaware
$200K +$200K +2,179 New
MI
1904
Motiv8 Investments
Florida
$200K +$200K +2,177 New
FDCP
1905
Foster Dykema Cabot & Partners
Massachusetts
$198K – – –
NFSG
1906
Newbridge Financial Services Group
Florida
$196K -$25.4K -276 -11%
TFM
1907
TFC Financial Management
Massachusetts
$194K – – –
CCA
1908
Catalyst Capital Advisors
New York
$194K +$26.8K +292 +16%
LB
1909
Legacy Bridge
Iowa
$193K -$5.15K -56 -3%
ANBT
1910
American National Bank & Trust
Texas
$193K +$57.7K +627 +43%
HIMS
1911
Hager Investment Management Services
New Hampshire
$192K -$15.6K -170 -8%
SL
1912
Salomon & Ludwin
Virginia
$191K – – –
ITIM
1913
Indiana Trust & Investment Management
Indiana
$189K – – –
OSNBOA
1914
Old Second National Bank of Aurora
Illinois
$187K -$68.4K -744 -27%
JGIA
1915
Jackson Grant Investment Advisers
Connecticut
$187K +$1.38K +15 +0.7%
TTIC
1916
Tower Trust & Investment Company
Iowa
$184K +$184K +2,006 New
PPWM
1917
PFG Private Wealth Management
Florida
$177K -$920 -10 -0.5%
CIR
1918
Clear Investment Research
Georgia
$176K -$1.29K -14 -0.7%
GWP
1919
Gen-Wealth Partners
Michigan
$176K -$24.9K -271 -12%
RBI
1920
Raiffeisen Bank International
Austria
$173K -$15.9K -175 -8%
RTC
1921
Riverview Trust Company
Washington
$172K -$2.02K -22 -1%
RA
1922
Ransom Advisory
Rhode Island
$172K +$172K +1,866 New
MA
1923
MCF Advisors
Kentucky
$170K -$3.4K -37 -2%
CAL
1924
Capital Advisors Ltd
Ohio
$170K +$68.7K +748 +68%
SC
1925
Sawyer & Company
Massachusetts
$169K -$47.3K -515 -22%
75 76
77
78 79