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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
29.53%
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
+$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 %
TSW
301
Thompson Siegel & Walmsley
Virginia
$9.88M – – –
TH
302
TCTC Holdings
Texas
$9.85M +$126K +1,368 +1%
BCM
303
Brookstone Capital Management
Illinois
$9.83M +$2M +21,739 +26%
GAM
304
Gotham Asset Management
New York
$9.66M -$9.51M -103,472 -50%
Arrowstreet Capital
305
Arrowstreet Capital
Massachusetts
$9.66M +$9.66M +105,019 New
PWP
306
Principle Wealth Partners
Connecticut
$9.65M +$185K +2,015 +2%
AWS
307
Atria Wealth Solutions
New York
$9.52M -$897K -9,759 -9%
ACIM
308
Azimuth Capital Investment Management
Michigan
$9.43M +$195K +2,123 +2%
Kovitz Investment Group Partners
309
Kovitz Investment Group Partners
Illinois
$9.39M +$272K +2,962 +3%
KP
310
Keel Point
Alabama
$9.37M +$566K +6,153 +6%
William Blair & Company
311
William Blair & Company
Illinois
$9.36M -$131K -1,426 -1%
RIL
312
Rothschild Investment LLC
Illinois
$9.29M +$240K +2,614 +3%
IA
313
IFG Advisory
Georgia
$9.22M +$79.3K +862 +0.9%
AMG
314
Advisors Management Group
Wisconsin
$9.13M -$33.7K -367 -0.4%
RIM
315
Rakuten Investment Management
Japan
$9.13M +$9.13M +100,147 New
AAS
316
Avantax Advisory Services
Texas
$9.11M +$104K +1,134 +1%
AWAG
317
ARS Wealth Advisors Group
Florida
$9.08M +$207K +2,255 +2%
Rafferty Asset Management
318
Rafferty Asset Management
New York
$9.07M -$2.24M -24,411 -20%
ABC
319
Associated Banc-Corp
Wisconsin
$9.01M -$4.87K -53 -0.1%
AIS
320
AM Investment Strategies
Tennessee
$8.99M +$767K +8,339 +9%
SG
321
StoneX Group
New York
$8.98M +$79.1K +860 +0.9%
BAMF
322
BI Asset Management Fondsmaeglerselskab
Denmark
$8.92M -$4.48M -48,776 -33%
FG
323
Fiduciary Group
Georgia
$8.91M -$231K -2,515 -3%
VWA
324
Visionary Wealth Advisors
Illinois
$8.85M -$231K -2,512 -3%
OPERF
325
Oregon Public Employees Retirement Fund
Oregon
$8.66M +$23.9K +260 +0.3%
11 12
13
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