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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 %
UIM
226
USS Investment Management
United Kingdom
$16.1M – – –
DILIC
227
Dai-ichi Life Insurance Company
Japan
$15.9M -$255K -2,771 -2%
DIA
228
Davidson Investment Advisors
Montana
$15.8M -$4.81M -52,332 -23%
AF
229
Allworth Financial
California
$15.3M +$1.42M +15,643 +10%
FIA
230
Foundations Investment Advisors
Arizona
$15.1M +$1.61M +17,491 +12%
CB
231
Commerce Bank
Missouri
$14.9M +$593K +6,448 +4%
PFSRSONJ
232
Police & Firemen's Retirement System of New Jersey
New Jersey
$14.7M – – –
YCM
233
Yousif Capital Management
Michigan
$14.7M -$153K -1,668 -1%
Wealthfront Advisers
234
Wealthfront Advisers
California
$14.6M +$2.3M +24,962 +19%
SPIA
235
Steward Partners Investment Advisory
New York
$14.6M -$51.9K -564 -0.4%
Daiwa Securities Group
236
Daiwa Securities Group
Japan
$14.5M -$4.25M -46,255 -23%
X
237
Xponance
Pennsylvania
$14.4M +$225K +2,446 +2%
SMDAM
238
Sumitomo Mitsui DS Asset Management
Japan
$14.2M +$559K +6,076 +4%
M&T Bank
239
M&T Bank
New York
$14.1M -$1.06M -11,545 -7%
SC
240
Sagefield Capital
Texas
$14M +$1.81M +19,710 +15%
LMIM
241
Lockheed Martin Investment Management
Maryland
$14M +$4.77M +51,870 +52%
Nisa Investment Advisors
242
Nisa Investment Advisors
Missouri
$14M -$385K -4,184 -3%
QCM
243
Quantinno Capital Management
New York
$13.9M +$5.24M +56,933 +60%
BFA
244
Bragg Financial Advisors
North Carolina
$13.9M +$115K +1,251 +0.8%
BEI
245
Benjamin Edwards Inc
Missouri
$13.8M -$529K -5,754 -4%
GS
246
GWN Securities
Florida
$13.7M +$10.9M +125,549 +390%
MLL
247
Moody Lynn & Lieberson
Massachusetts
$13.6M +$129K +1,402 +1%
Public Employees Retirement Association of Colorado
248
Public Employees Retirement Association of Colorado
Colorado
$13.5M -$18.3K -199 -0.1%
NYLIM
249
New York Life Investment Management
New York
$13.5M -$37.8K -411 -0.3%
BBVA
250
Banco Bilbao Vizcaya Argentaria
Spain
$13.2M +$3.08M +33,436 +30%
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