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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 %
LFG
926
Larson Financial Group
Missouri
$1.05M +$113K +1,231 +12%
SCI
927
Stableford Capital II
Arizona
$1.05M -$28.1K -306 -3%
NPF
928
Norris Perne & French
Michigan
$1.05M -$20M -216,965 -95%
TL
929
Tradewinds LLC
North Carolina
$1.05M +$1.75K +19 +0.2%
MCA
930
Magnolia Capital Advisors
Mississippi
$1.04M -$17.7K -192 -2%
LCM
931
Leisure Capital Management
California
$1.04M +$237K +2,579 +30%
BC
932
Burney Company
Virginia
$1.04M -$138K -1,499 -12%
KAS
933
KPP Advisory Services
Kentucky
$1.04M +$197K +2,144 +23%
AAM
934
AMI Asset Management
California
$1.03M -$20.2K -220 -2%
1IA
935
1620 Investment Advisors
Massachusetts
$1.03M -$552 -6 -0.1%
RMC
936
Resources Management Corp
Connecticut
$1.03M – – –
AIMA
937
Ables Iannone Moore & Associates
Georgia
$1.03M -$60.1K -654 -6%
LG
938
LaFleur & Godfrey
Michigan
$1.02M +$644 +7 +0.1%
WKWM
939
Walter & Keenan Wealth Management
Indiana
$1.02M +$26.8K +292 +3%
CI
940
Cigna Investments
Connecticut
$1.02M -$14.2K -154 -1%
CCA
941
Cobblestone Capital Advisors
New York
$1.01M -$74.8K -813 -7%
SFG
942
SevenBridge Financial Group
Pennsylvania
$1.01M -$633K -7,210 -38%
CI
943
Cherokee Insurance
Michigan
$1.01M – – –
KCIC
944
Kuhn & Co Investment Counsel
Illinois
$1.01M – – –
NL
945
NWAM LLC
Washington
$1.01M -$44.5K -484 -4%
LW
946
Linscomb Wealth
Texas
$1,000K -$7.36K -80 -0.7%
SLC
947
Second Line Capital
Louisiana
$999K -$102K -1,112 -9%
CA
948
Commerzbank Aktiengesellschaft
Germany
$993K +$126K +1,371 +15%
EAM
949
Everstar Asset Management
North Carolina
$993K +$19.5K +212 +2%
RL
950
Rogco LP
Oklahoma
$993K -$61.1K -665 -6%
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