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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 %
PPA
2101
Painted Porch Advisors
California
$13.3K – – –
SC
2102
Steph & Co
Wisconsin
$12.9K – – –
RWPA
2103
Richard W. Paul & Associates
Michigan
$12.4K -$69.9K -760 -85%
SIC
2104
SJS Investment Consulting
Ohio
$11.6K – – –
PA
2105
Pineridge Advisors
Missouri
$11.3K +$2.12K +23 +23%
LC
2106
Lavaca Capital
Texas
$11.2K – – –
GWM
2107
Guardian Wealth Management
Illinois
$10.8K – – –
AP
2108
Aspect Partners
Virginia
$10.6K – – –
NRG
2109
Nemes Rush Group
Michigan
$10.6K +$92 +1 +0.9%
CCM
2110
Cloud Capital Management
Washington
$10K +$10K +112 New
ACM
2111
Anfield Capital Management
California
$9.66K – – –
WSCM
2112
Wellington Shields Capital Management
New York
$9.57K – – –
CYG
2113
Clean Yield Group
Vermont
$9.2K -$6.9K -75 -43%
FFL
2114
Financial Freedom LLC
Ohio
$9.2K – – –
PP
2115
Pingora Partners
Wyoming
$9.2K – – –
JFG
2116
JDM Financial Group
Texas
$9.2K – – –
OAJ
2117
Ogorek Anthony Joseph
New York
$9K +$9K +99 New
NWMP
2118
Noble Wealth Management PBC
Colorado
$8.83K – – –
MSWA
2119
Marshall & Sterling Wealth Advisors
New York
$8.74K +$8.74K +95 New
TWD
2120
True Wealth Design
Ohio
$8.37K +$4.51K +49 +117%
CAWM
2121
Capital A Wealth Management
Pennsylvania
$8.18K – – –
CWA
2122
Carolina Wealth Advisors
South Carolina
$7.45K – – –
AG
2123
AmeriFlex Group
Nevada
$7.36K -$82.8K -900 -92%
AF
2124
Atala Financial
California
$7.36K – – –
HHGA
2125
Halbert Hargrove Global Advisors
California
$7.05K +$7.05K +77 New
83 84
85
86 87