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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 %
MSG
1951
Main Street Group
Virginia
$117K – – –
TFIPS
1952
Towarzystwo Funduszy Inwestycyjnych PZU SA
$117K – – –
TIAAOA
1953
Teachers Insurance & Annuity Association of America
New York
$116K +$116K +1,264 New
CCM
1954
Cutler Capital Management
Massachusetts
$116K +$116K +1,258 New
CM
1955
Capula Management
Cayman Islands
$114K -$444K -4,833 -80%
FGAM
1956
Financial Gravity Asset Management
Texas
$111K +$111K +1,207 New
KOCAA
1957
Knights of Columbus Asset Advisors
Connecticut
$110K – – –
PG
1958
Proffitt & Goodson
Tennessee
$110K – – –
WT
1959
Whittier Trust
California
$110K – – –
OAM
1960
Ostrum Asset Management
France
$109K -$2.94K -32 -3%
RBC
1961
Roble Belko & Company
Pennsylvania
$106K – – –
BGAI
1962
Bruce G. Allen Investments
Colorado
$106K -$184 -2 -0.2%
TCM
1963
TD Capital Management
Tennessee
$105K +$460 +5 +0.4%
FFO
1964
Fortitude Family Office
Arizona
$105K -$227K -2,468 -68%
HFS
1965
Hughes Financial Services
Virginia
$105K +$105K +1,140 New
Q1WB
1966
Quest 10 Wealth Builders
Virginia
$104K +$736 +8 +0.7%
VNA
1967
Valley National Advisers
Pennsylvania
$102K +$62.8K +694 +160%
SHIM
1968
Stone House Investment Management
Pennsylvania
$101K +$101K +1,097 New
IWP
1969
IAG Wealth Partners
Wisconsin
$98.7K – – –
CSC
1970
Caldwell Sutter Capital
California
$98.3K -$3.22K -35 -3%
VFM
1971
Vision Financial Markets
Connecticut
$98.2K – – –
BAM
1972
Bellevue Asset Management
Washington
$97.5K – – –
AW
1973
Avion Wealth
Texas
$96K – – –
RPA
1974
Redwood Park Advisors
California
$93.8K – – –
LI
1975
LRI Investments
Florida
$92.3K +$6.35K +69 +7%
77 78
79
80 81