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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 %
AFS
1926
Anderson Financial Strategies
Ohio
$165K – – –
AIM
1927
Acropolis Investment Management
Missouri
$163K +$20.4K +222 +14%
PWM
1928
Proathlete Wealth Management
Florida
$162K +$162K +1,763 New
HIA
1929
Harbor Investment Advisory
Maryland
$161K -$7.36K -80 -4%
GP
1930
Greenline Partners
New York
$159K +$5.15K +56 +3%
SCM
1931
Silvant Capital Management
Georgia
$159K – – –
MCM
1932
MV Capital Management
Maryland
$153K +$2.3K +25 +2%
BWL
1933
Bogart Wealth LLC
Virginia
$152K +$8.92K +97 +6%
SAM
1934
S.A. Mason
Michigan
$146K – – –
TFA
1935
Toth Financial Advisory
Virginia
$145K -$8.92K -97 -6%
DMBA
1936
Deseret Mutual Benefit Administrators
Utah
$143K -$5.52K -60 -4%
CB
1937
Community Bank
New York
$143K -$9.2K -100 -6%
APW
1938
Acima Private Wealth
Virginia
$138K – – –
BC
1939
Barrett & Company
Rhode Island
$137K – – –
TSMHT
1940
Thurston Springer Miller Herd & Titak
Indiana
$136K +$17.1K +186 +14%
FMP
1941
Financial Management Professionals
Texas
$136K +$1.2K +13 +0.9%
SGC
1942
Slocum, Gordon & Co
Rhode Island
$133K – – –
MSFP
1943
Mark Sheptoff Financial Planning
Connecticut
$133K – – –
WAOTB
1944
Wealth Advisors of Tampa Bay
Florida
$126K +$126K +1,369 New
MEG
1945
Millstone Evans Group
Colorado
$125K – – –
PP
1946
PrairieView Partners
Minnesota
$123K – – –
RWM
1947
Ruedi Wealth Management
Illinois
$122K – – –
SWIM
1948
Smallwood Wealth Investment Management
New Jersey
$120K +$120K +1,310 New
PWM
1949
Puff Wealth Management
New Jersey
$120K +$120K +1,301 New
BCMLT
1950
Beacon Capital Management LLC (Tennessee)
Tennessee
$119K +$6.99K +76 +6%
76 77
78
79 80