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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 %
NIM
1876
Northeast Investment Management
Massachusetts
$207K +$207K +2,247 New
ECM
1877
Eisler Capital Management
United Kingdom
$207K -$3.25M -35,361 -94%
AWA
1878
AGH Wealth Advisors
Kansas
$206K +$206K +2,245 New
TAM
1879
Titleist Asset Management
Texas
$206K +$206K +2,242 New
SMH
1880
Sanders Morris Harris
Texas
$206K +$206K +2,240 New
TCM
1881
Tandem Capital Management
New Jersey
$206K +$206K +2,235 New
PA
1882
Parkside Advisors
California
$205K +$205K +2,228 New
FWP
1883
Fiduciary Wealth Partners
Massachusetts
$204K +$204K +2,218 New
KCM
1884
Kathmere Capital Management
Pennsylvania
$204K +$204K +2,218 New
JCFM
1885
JBR Co Financial Management
Oklahoma
$204K +$204K +2,215 New
MA
1886
MBA Advisors
Pennsylvania
$203K +$203K +2,213 New
HR
1887
Hardy Reed
Mississippi
$203K +$203K +2,212 New
MAC
1888
Mason & Associates (California)
California
$203K +$203K +2,211 New
RG
1889
Rathbones Group
United Kingdom
$203K +$203K +2,210 New
IFA
1890
Interactive Financial Advisors
Illinois
$203K +$203K +2,208 New
PIP
1891
Peachtree Investment Partners
Florida
$203K +$203K +2,202 New
DIP
1892
DT Investment Partners
Pennsylvania
$202K – – –
MCM
1893
Manchester Capital Management
Vermont
$202K +$34.7K +377 +21%
CP
1894
Camelot Portfolios
Ohio
$202K +$202K +2,200 New
SFS
1895
Summit Financial Strategies
Ohio
$202K +$202K +2,200 New
CAM
1896
Covenant Asset Management
New Jersey
$202K +$202K +2,200 New
TF
1897
Tudor Financial
Ohio
$202K +$202K +2,199 New
AA
1898
Altman Advisors
Illinois
$202K +$202K +2,200 New
AA
1899
ACT Advisors
North Carolina
$201K +$201K +2,186 New
FFS
1900
Founders Financial Securities
Maryland
$201K +$201K +2,214 New
74 75
76
77 78