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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 %
BMC
1076
Benin Management Corp
Connecticut
$771K +$23.7K +258 +3%
SAM
1077
Shell Asset Management
Netherlands
$770K +$276 +3 +0%
VBCG
1078
Valley Brook Capital Group
Pennsylvania
$768K +$4.87K +53 +0.6%
RB
1079
Rodgers Brothers
Pennsylvania
$767K – – –
LFM
1080
LGT Fund Management
Liechtenstein
$767K +$142K +1,542 +23%
PNC
1081
Park National Corp
Ohio
$766K -$368 -4 -0%
GBT
1082
Grove Bank & Trust
Florida
$765K +$55.2K +600 +8%
CAM
1083
Centre Asset Management
New York
$765K +$47.7K +519 +7%
SP
1084
Successful Portfolios
Florida
$765K – – –
SC
1085
Searle & Co
Connecticut
$759K +$230K +2,500 +43%
SF
1086
Symphony Financial
Texas
$755K -$663K -7,369 -47%
ACP
1087
Aviance Capital Partners
Florida
$755K -$8.09K -88 -1%
NFC
1088
Northstar Financial Companies
Pennsylvania
$755K +$125K +1,358 +20%
FIC
1089
FCG Investment Company
Tennessee
$755K -$2.19M -23,795 -74%
AGP
1090
Autumn Glory Partners
Texas
$753K – – –
WLIM
1091
White Lighthouse Investment Management
Massachusetts
$750K -$190K -2,070 -20%
BFG
1092
Beacon Financial Group
Texas
$750K +$5.06K +55 +0.7%
PSFG
1093
Park Square Financial Group
Georgia
$749K -$16.6K -181 -2%
Axa
1094
Axa
France
$748K +$748K +8,140 New
PCMF
1095
Private Capital Management (Florida)
Florida
$747K – – –
LFP
1096
Lakeshore Financial Planning
Michigan
$746K +$4.51K +49 +0.6%
CI
1097
CX Institutional
Indiana
$746K +$58.3K +634 +8%
GIM
1098
Groesbeck Investment Management
New Jersey
$745K – – –
DWM
1099
Dogwood Wealth Management
Kansas
$740K +$46.4K +505 +7%
WAL
1100
W Advisors LLC
Tennessee
$738K +$4.97K +54 +0.7%
42 43
44
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