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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 %
CCS
1026
Concentric Capital Strategies
Connecticut
$854K +$854K +9,291 New
ICA
1027
Infrastructure Capital Advisors
New York
$854K +$54.6K +594 +7%
AWM
1028
Affinity Wealth Management
Delaware
$853K -$3.22K -35 -0.4%
GL
1029
Graypoint LLC
New York
$853K +$360K +3,919 +73%
YIA
1030
YHB Investment Advisors
Connecticut
$853K +$168K +1,832 +25%
TPI
1031
Trust Point Inc
Wisconsin
$852K -$340K -3,693 -28%
YCG
1032
Yeomans Consulting Group
Georgia
$847K -$520K -5,658 -38%
AC
1033
AXQ Capital
New Jersey
$845K +$845K +9,192 New
AWM
1034
Aberdeen Wealth Management
Illinois
$843K +$368 +4 +0%
MAM
1035
Mainsail Asset Management
Alabama
$843K +$1.1K +12 +0.1%
GSWM
1036
Golden State Wealth Management
California
$842K +$133K +1,442 +19%
SMA
1037
Sage Mountain Advisors
Georgia
$840K +$502K +5,455 +148%
SIC
1038
Salem Investment Counselors
North Carolina
$840K -$914K -9,937 -52%
AP
1039
Advisors Preferred
Maryland
$840K +$840K +9,150 New
SGI
1040
Summit Global Investments
Utah
$840K +$840K +9,131 New
OFO
1041
OneAscent Family Office
Alabama
$838K +$436K +4,750 +109%
WTFG
1042
Wells Trecaso Financial Group
Ohio
$833K – – –
IIL
1043
Insight Inv LLC
California
$830K – – –
Lazard Asset Management
1044
Lazard Asset Management
New York
$825K -$167K -1,817 -17%
BCG
1045
Breakwater Capital Group
New Jersey
$823K +$138K +1,497 +20%
CBOR
1046
Community Bank of Raymore
Missouri
$823K – – –
SJIM
1047
St. Johns Investment Management
Florida
$823K -$16.2K -176 -2%
SDAM
1048
Shulman DeMeo Asset Management
New York
$819K +$8.74K +95 +1%
GCM
1049
Gables Capital Management
Florida
$818K – – –
NSIM
1050
North Star Investment Management
Illinois
$817K +$552 +6 +0.1%
40 41
42
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