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Southern Company
SO

Overview Fund Activity

2,174 hedge funds and large institutions have $68B invested in Southern Company in 2025 Q1 according to their latest regulatory filings, with 225 funds opening new positions, 896 increasing their positions, 727 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,174
Holders Change
+76
Holders Change %
+3.62%
% of All Funds
29.54%
Holding in Top 10
25
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+127.27%
% of All Funds
0.34%
New
225
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
$5.85B
2
SCP
Soroban Capital Partners
New York
$205M
3
Citadel Advisors
Citadel Advisors
Florida
$224M
4
Bank of America
Bank of America
North Carolina
$839M
5
Vanguard Group
Vanguard Group
Pennsylvania
$9.58B

Top Sellers

1
GQG Partners
GQG Partners
Florida
$4.7M
2
Capital International Investors
Capital International Investors
California
$2.37B
3
Renaissance Technologies
Renaissance Technologies
New York
$17.4M
4
Goldman Sachs
Goldman Sachs
New York
$675M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$5.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
2126
WealthTrak Capital Management
Virginia
$6.9K +$1.38K +15 +25%
MIA
2127
MeadowBrook Investment Advisors
Michigan
$6.9K – – –
CFS
2128
Compass Financial Services
Iowa
$6.8K +$3.03K +33 +80%
LWA
2129
Lowe Wealth Advisors
Maryland
$6.71K – – –
WA
2130
Whipplewood Advisors
Colorado
$6.71K +$5.83K +480 +658%
APF
2131
Alaska Permanent Fund
Alaska
$6.71K – – –
RS
2132
Rakuten Securities
Japan
$6.44K -$3.86K -42 -38%
SIM
2133
Synergy Investment Management
Florida
$6.25K – – –
BFS
2134
Burkett Financial Services
South Carolina
$5.66K +$91 +1 +2%
FP
2135
Financial Perspectives
Minnesota
$5.33K -$23.4K -255 -81%
FPF
2136
First Pacific Financial
Washington
$5.06K +$5.06K +55 New
EA
2137
Evolution Advisers
Virginia
$5K +$5K +60 New
PWA
2138
Principia Wealth Advisory
Texas
$4.48K +$1.49K +17 +50%
ACA
2139
Atlas Capital Advisors
Wyoming
$4.32K – – –
DPW
2140
DiNuzzo Private Wealth
Pennsylvania
$3.77K +$276 +3 +8%
BWM
2141
Bernard Wealth Management
Michigan
$3.77K +$3.77K +41 New
YAL
2142
Your Advocates Ltd
Texas
$3.7K -$26.4K -285 -88%
BT
2143
Banque Transatlantique
France
$3.4K +$3.4K +40 New
MWM
2144
MorganRosel Wealth Management
Colorado
$3.31K +$3.31K +36 New
RI
2145
Ridgewood Investments
New Jersey
$3.22K – – –
WW
2146
Winnow Wealth
Texas
$3.05K +$1.08K +12 +55%
TFA
2147
Transamerica Financial Advisors
Florida
$3K -$120 -1 -4%
CJH
2148
Christopher J. Hasenberg
Wisconsin
$2.94K +$2.94K +32 New
VWA
2149
Valued Wealth Advisors
Utah
$2.79K – – –
HCM
2150
Hollencrest Capital Management
California
$2.76K -$6.16K -67 -69%
84 85
86
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