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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 %
Baillie Gifford & Co
651
Baillie Gifford & Co
United Kingdom
$2.27M – – –
SC
652
Stolper & Co
Oklahoma
$2.27M +$11.6K +126 +0.5%
Bessemer Group
653
Bessemer Group
New Jersey
$2.24M -$2.04M -22,193 -48%
AA
654
Armis Advisers
Georgia
$2.23M +$1.97M +21,387 +732%
VCA
655
Verdence Capital Advisors
Maryland
$2.22M -$82.2K -894 -4%
QI
656
Qtron Investments
Massachusetts
$2.21M +$888K +9,656 +67%
Two Sigma Advisers
657
Two Sigma Advisers
New York
$2.21M -$1.23M -13,400 -36%
SFI
658
Siemens Fonds Invest
Germany
$2.21M -$18.6K -202 -0.8%
SEEDPG
659
S.E.E.D. Planning Group
New York
$2.2M -$97K -1,055 -4%
LTAS
660
Linden Thomas Advisory Services
North Carolina
$2.19M +$8.55K +93 +0.4%
IJWM
661
Inman Jager Wealth Management
Mississippi
$2.18M -$21K -228 -1%
CIA
662
Cape Investment Advisory
Georgia
$2.16M +$47.2K +513 +2%
CNBTD
663
Citizens National Bank Trust Department
Mississippi
$2.16M -$4.6K -50 -0.2%
HI
664
Harbour Investments
Wisconsin
$2.15M -$830K -9,028 -28%
EL
665
Essex LLC
Illinois
$2.15M -$111K -1,211 -5%
CI Investments Inc
666
CI Investments Inc
Ontario, Canada
$2.15M +$1.08M +11,784 +102%
RCA
667
Ranch Capital Advisors
Florida
$2.15M +$184K +1,996 +9%
QCG
668
Quadrant Capital Group
Ohio
$2.13M +$1.04M +11,350 +96%
ZIC
669
ZWJ Investment Counsel
Georgia
$2.12M -$53.9K -586 -2%
SAA
670
Southeast Asset Advisors
Georgia
$2.12M -$5.98K -65 -0.3%
OHWP
671
Oak Harbor Wealth Partners
North Carolina
$2.11M +$428K +4,658 +25%
GIA
672
Gladstone Institutional Advisory
Florida
$2.11M -$161K -1,748 -7%
DLCIG
673
D.L. Carlson Investment Group
New Hampshire
$2.09M -$56.4K -613 -3%
MG
674
Mather Group
Illinois
$2.09M +$1.28M +13,910 +158%
OQS
675
Occudo Quantitative Strategies
Florida
$2.09M +$792K +8,686 +61%
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