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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 %
PWP
2251
Private Wealth Partners
California
– -$214K -2,600 Closed
WP
2252
WMS Partners
Maryland
– -$211K -2,559 Closed
WG
2253
Winton Group
United Kingdom
– -$206K -2,508 Closed
EW
2254
Evoke Wealth
California
– -$206K -2,499 Closed
PA
2255
PharVision Advisers
Florida
– -$203K -2,466 Closed
CIAM
2256
Caitong International Asset Management
Hong Kong
– -$159K -1,933 Closed
OC
2257
Oarsman Capital
Wisconsin
– -$118K -1,434 Closed
EPW
2258
Endeavor Private Wealth
Kansas
– -$105K -1,275 Closed
PCWA
2259
Pacific Capital Wealth Advisors
California
– -$67.1K -815 Closed
CPBTD
2260
Central Pacific Bank - Trust Division
Hawaii
– -$45.5K -553 Closed
EC
2261
Elequin Capital
New York
– -$41K -498 Closed
KBFS
2262
Kohmann Bosshard Financial Services
Ohio
– -$34.9K -424 Closed
TCG
2263
Transcendent Capital Group
Oklahoma
– -$24.3K -296 Closed
FFA
2264
Fairfield Financial Advisors
Massachusetts
– -$23.4K -284 Closed
CJ
2265
Caitlin John
Michigan
– -$22.3K -271 Closed
CJL
2266
Cyrus J. Lawrence
New York
– -$16K -200 Closed
CBT
2267
CoreFirst Bank & Trust
Kansas
– -$16.5K -200 Closed
MIFH
2268
Migdal Insurance & Financial Holdings
Israel
– -$16K -192 Closed
EBA
2269
Eagle Bay Advisors
New York
– -$12.6K -153 Closed
FLP
2270
Financial Life Planners
Arizona
– -$12.4K -150 Closed
FIA
2271
FPC Investment Advisory
California
– -$9.74K -116 Closed
CWM
2272
CarsonAllaria Wealth Management
Illinois
– -$9.54K -115 Closed
HEIP
2273
Hudson Edge Investment Partners
New Jersey
– -$8.23K -100 Closed
NWWA
2274
New Wave Wealth Advisors
Arkansas
– -$5.2K -63 Closed
MDA
2275
Minot DeBlois Advisors
Massachusetts
– -$4.12K -50 Closed
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