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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 %
HCM
826
Huber Capital Management
California
$1.37M -$73.6K -800 -5%
BIG
827
Brooklyn Investment Group
New York
$1.37M +$362K +3,941 +36%
Vontobel Holding
828
Vontobel Holding
Switzerland
$1.36M -$414K -4,499 -23%
PCM
829
Penserra Capital Management
California
$1.35M +$1.09M +11,870 +414%
BFM
830
Boothbay Fund Management
New York
$1.35M +$1.35M +14,697 New
P
831
Pitcairn
Pennsylvania
$1.35M +$917K +9,977 +212%
GEA
832
Glen Eagle Advisors
New Jersey
$1.35M +$17.2K +187 +1%
RDWM
833
Red Door Wealth Management
Tennessee
$1.35M +$61.1K +664 +5%
SCM
834
Spreng Capital Management
Ohio
$1.34M – – –
LGA
835
Lebenthal Global Advisors
New York
$1.34M +$99.7K +1,084 +8%
DAM
836
Delta Asset Management
Tennessee
$1.34M -$16.6K -180 -1%
SWM
837
Sculati Wealth Management
Michigan
$1.34M -$34.9K -380 -3%
FLPIM
838
F.L. Putnam Investment Management
Massachusetts
$1.34M +$162K +1,767 +14%
DG
839
DMC Group
Alabama
$1.33M +$8.83K +96 +0.7%
FFM
840
Fullerton Fund Management
Singapore
$1.33M -$133K -1,448 -9%
PTC
841
Philadelphia Trust Company
Pennsylvania
$1.33M -$3.68K -40 -0.3%
RFA
842
Register Financial Advisors
Georgia
$1.32M +$2.58K +28 +0.2%
MSS
843
Mitchell Sinkler & Starr
Pennsylvania
$1.31M +$97.6K +1,061 +8%
CCG
844
Chatham Capital Group
Georgia
$1.31M – – –
FMTC
845
Farmers & Merchants Trust Company
California
$1.31M -$18.4K -200 -1%
GT
846
Glenview Trust
Kentucky
$1.31M -$387K -4,210 -23%
TT
847
TI-Trust
Illinois
$1.3M – – –
RPCONE
848
Retirement Planning Company of New England
Rhode Island
$1.3M -$1.66K -18 -0.1%
KWM
849
Kiker Wealth Management
Georgia
$1.3M +$11.1K +121 +0.9%
KA
850
Kovack Advisors
Florida
$1.29M -$192K -2,085 -13%
32 33
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