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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 %
PHIC
1726
Pine Haven Investment Counsel
Massachusetts
$255K – – –
WBC
1727
Westpac Banking Corp
Australia
$255K -$1.81M -19,667 -88%
BAM
1728
Boyar Asset Management
New York
$254K -$55.2K -600 -18%
MA
1729
MJP Associates
Connecticut
$254K +$14.6K +159 +6%
4WM
1730
44 Wealth Management
Oregon
$253K -$11.3K -123 -4%
NAMNJ
1731
NorthStar Asset Management (New Jersey)
New Jersey
$253K +$253K +2,748 New
1C
1732
111 Capital
France
$252K -$427K -4,647 -63%
GI
1733
Gradient Investments
Minnesota
$251K +$1.84K +20 +0.7%
PBC
1734
Pavion Blue Capital
California
$250K – – –
KA
1735
KLCM Advisors
Wisconsin
$249K -$2.21K -24 -0.9%
TCWM
1736
Total Clarity Wealth Management
Illinois
$249K – – –
RA
1737
Rodgers & Associates
Pennsylvania
$249K +$2.02K +22 +0.8%
CA
1738
Callahan Advisors
Texas
$248K +$11.5K +125 +5%
LCM
1739
Landscape Capital Management
New Jersey
$248K +$248K +2,699 New
OFG
1740
Oxford Financial Group
Indiana
$248K -$112K -1,217 -31%
VIP
1741
Vista Investment Partners
Oklahoma
$248K – – –
CCM
1742
Crew Capital Management
Ohio
$248K – – –
BFF
1743
Byrne Financial Freedom
Massachusetts
$248K -$18.8K -205 -7%
SFS
1744
Strategic Financial Services
New York
$247K – – –
WIM
1745
Westside Investment Management
California
$247K – – –
PWC
1746
PYA Waltman Capital
Tennessee
$246K – – –
WA
1747
Waterford Advisors
New York
$246K – – –
MWM
1748
Maripau Wealth Management
Indiana
$245K -$1.29K -14 -0.5%
TPBG
1749
Turning Point Benefit Group
Maryland
$245K -$114K -1,305 -32%
RCA
1750
Resonant Capital Advisors
Wisconsin
$245K +$245K +2,661 New
68 69
70
71 72