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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 %
TIM
2026
Tortoise Investment Management
New York
$46.2K – – –
CLOS
2027
Compagnie Lombard Odier SCmA
Switzerland
$46K – – –
AWM
2028
AllSquare Wealth Management
New York
$46K – – –
HSA
2029
Hussman Strategic Advisors
Maryland
$46K – – –
SCA
2030
Stuart Chaussee & Associates
California
$44.6K -$9.47K -103 -18%
SIS
2031
Strategic Investment Solutions
Illinois
$43.5K +$644 +7 +2%
SO
2032
Sierra Ocean
California
$43.2K – – –
NCM
2033
Northwest Capital Management
Oregon
$41.4K +$92 +1 +0.2%
CTC
2034
Cetera Trust Company
Minnesota
$41.4K – – –
MMCM
2035
Murphy & Mullick Capital Management
New York
$41.2K – – –
DF
2036
Dunhill Financial
United Kingdom
$41.2K -$79.8K -868 -66%
JFA
2037
JNBA Financial Advisors
Minnesota
$40.2K – – –
SCB
2038
Saudi Central Bank
Saudi Arabia
$39.6K +$39.6K +431 New
RF
2039
Rossby Financial
Florida
$39.3K +$39.3K +435 New
MLA
2040
MB, Levis & Associates
Pennsylvania
$38.8K +$92 +1 +0.2%
PCM
2041
Perritt Capital Management
Illinois
$38.5K – – –
PWA
2042
Physician Wealth Advisors
Utah
$37.4K +$644 +7 +2%
BHWM
2043
Beaird Harris Wealth Management
Texas
$37.2K – – –
SWC
2044
Spectrum Wealth Counsel
Indiana
$37.1K – – –
FCT
2045
First Community Trust
Iowa
$36.8K – – –
BI
2046
Binnacle Investments
Iowa
$36.3K +$36.3K +395 New
AWM
2047
Accredited Wealth Management
Kentucky
$35.9K +$35.9K +390 New
CIAS
2048
CBIZ Investment Advisory Services
Ohio
$35.2K +$8.82K +96 +33%
SHF
2049
Safe Harbor Fiduciary
Florida
$34.1K +$92 +1 +0.3%
FCG
2050
Financial Connections Group
California
$33K +$33K +360 New
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