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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 %
FFIC
1351
First Fiduciary Investment Counsel
Ohio
$465K – – –
NAS
1352
Nicolet Advisory Services
Wisconsin
$464K -$25K -281 -5%
WC
1353
Wynn Capital
Georgia
$464K -$14.4K -157 -3%
GJIA
1354
Glass Jacobson Investment Advisors
Maryland
$463K – – –
CICI
1355
Capital Investment Counsel Inc
North Carolina
$463K – – –
AWG
1356
Altus Wealth Group
Colorado
$463K +$827 +9 +0.2%
JC
1357
JB Capital
Connecticut
$462K +$368 +4 +0.1%
ACM
1358
Aster Capital Management
United Arab Emirates
$461K +$171K +1,909 +59%
VCM
1359
Virtue Capital Management
Tennessee
$460K +$31.9K +347 +7%
AA
1360
Argent Advisors
Louisiana
$460K +$29K +315 +7%
CCA
1361
Corps Capital Advisors
Texas
$460K – – –
RC
1362
Rithm Capital
New York
$460K +$138K +1,500 +43%
MHR
1363
Matthew Hamilton Rosenberg
$459K -$7.17K -78 -2%
HP
1364
Holistic Planning
Texas
$459K +$92 +1 +0%
BA
1365
Bridgewater Advisors
New York
$458K +$458K +5,006 New
SF
1366
Slagle Financial
Illinois
$457K -$31.9K -347 -7%
LIG
1367
Lokken Investment Group
Delaware
$456K +$20K +218 +5%
C
1368
Certuity
Florida
$455K +$5.24K +57 +1%
FBB
1369
Fulton Breakefield Broenniman
Maryland
$452K -$8K -87 -2%
LDB
1370
Lee, Danner & Bass
Tennessee
$452K – – –
BFIM
1371
Beese Fulmer Investment Management
Ohio
$449K – – –
VR
1372
Valued Retirements
Texas
$448K -$8.18K -89 -2%
CIM
1373
CIM Investment Management
Pennsylvania
$448K -$368 -4 -0.1%
GGI
1374
Godsey & Gibb Inc
Virginia
$447K – – –
GPW
1375
Gentry Private Wealth
Kansas
$446K +$446K +4,848 New
53 54
55
56 57