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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 %
KLCM
1401
KG&L Capital Management
Louisiana
$425K -$4K -44 -0.9%
LAM
1402
L2 Asset Management
Massachusetts
$425K +$38.3K +416 +10%
SIG
1403
Sargent Investment Group
Maryland
$425K +$184 +2 +0%
DSC
1404
Duncker Streett & Co
Missouri
$424K – – –
CGH
1405
CMG Global Holdings
Texas
$424K -$22K -242 -5%
FCM
1406
Firestone Capital Management
Florida
$424K +$30.5K +332 +8%
DJSG
1407
D.J. St. Germain
Massachusetts
$423K -$306K -3,325 -42%
PF
1408
Phoenix Financial
Israel
$422K +$422K +4,572 New
AWE
1409
Avidian Wealth Enterprises
Texas
$422K -$17.2K -187 -4%
SPWG
1410
Syntegra Private Wealth Group
Missouri
$421K +$2.76K +30 +0.7%
SAF
1411
Smith Anglin Financial
Texas
$420K -$200K -2,170 -32%
RZH
1412
Relyea Zuckerberg Hanson
Connecticut
$419K +$23.2K +252 +6%
BSTWA
1413
Blake Schutter Theil Wealth Advisors
Ohio
$419K -$11K -120 -3%
PCH
1414
PGIM Custom Harvest
New Jersey
$418K +$736 +8 +0.2%
HFAS
1415
Hummer Financial Advisory Services
Illinois
$418K +$18.4K +200 +5%
TCA
1416
Transcend Capital Advisors
New Jersey
$418K +$47.9K +521 +13%
MA
1417
MKT Advisors
California
$417K +$698 +8 +0.2%
SAM
1418
Seelaus Asset Management
New Jersey
$415K – – –
RRWA
1419
Rainey & Randall Wealth Advisors
Florida
$413K +$413K +4,491 New
OWM
1420
Orca Wealth Management
Florida
$412K +$184 +2 +0%
FA
1421
Fortis Advisors
Pennsylvania
$411K +$69K +750 +20%
CAM
1422
Campion Asset Management
Virginia
$411K – – –
MW
1423
Members Wealth
Pennsylvania
$411K +$1.2K +13 +0.3%
IHL
1424
Investment House LLC
California
$410K – – –
SFG
1425
SNS Financial Group
Minnesota
$410K +$2.3K +25 +0.6%
55 56
57
58 59