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Southern Company
SO

Overview Fund Activity

2,174 hedge funds and large institutions have $68B invested in Southern Company in 2025 Q1 according to their latest regulatory filings, with 225 funds opening new positions, 896 increasing their positions, 727 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,174
Holders Change
+76
Holders Change %
+3.62%
% of All Funds
29.54%
Holding in Top 10
25
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+127.27%
% of All Funds
0.34%
New
225
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
$5.85B
2
SCP
Soroban Capital Partners
New York
$205M
3
Citadel Advisors
Citadel Advisors
Florida
$224M
4
Bank of America
Bank of America
North Carolina
$839M
5
Vanguard Group
Vanguard Group
Pennsylvania
$9.58B

Top Sellers

1
GQG Partners
GQG Partners
Florida
$4.7M
2
Capital International Investors
Capital International Investors
California
$2.37B
3
Renaissance Technologies
Renaissance Technologies
New York
$17.4M
4
Goldman Sachs
Goldman Sachs
New York
$675M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$5.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATS
2226
Ashton Thomas Securities
New York
– -$456K -5,542 Closed
GCM
2227
Glaxis Capital Management
Florida
– -$412K -5,000 Closed
LIM
2228
Longfellow Investment Management
Massachusetts
– -$374K -4,549 Closed
AFM
2229
Armstrong Fleming & Moore
District of Columbia
– -$352K -4,270 Closed
CCG
2230
Catalina Capital Group
California
– -$349K -4,242 Closed
AC
2231
ASB Consultores
Florida
– -$336K -4,078 Closed
OFC
2232
Oakland Financial Corp
– -$329K -4,000 Closed
JC
2233
Jentner Corp
Ohio
– -$309K -3,759 Closed
Optiver Holding
2234
Optiver Holding
Netherlands
– -$307K -3,733 Closed
AIIMS
2235
Analyst IMS Investment Management Services
Israel
– -$276K -3,357 Closed
FH
2236
Financial Harvest
Florida
– -$275K -3,345 Closed
SFC
2237
Strategic Financial Concepts
Texas
– -$273K -3,320 Closed
ACP
2238
Aveo Capital Partners
Colorado
– -$268K -3,257 Closed
TC
2239
TwinBeech Capital
New York
– -$261K -3,171 Closed
KAM
2240
KEB Asset Management
Illinois
– -$260K -3,162 Closed
BIP
2241
Blueprint Investment Partners
North Carolina
– -$241K -2,929 Closed
BMM
2242
Buffington Mohr McNeal
Idaho
– -$234K -2,845 Closed
MS
2243
Maven Securities
Jersey
– -$226K -2,751 Closed
VFG
2244
Valley Financial Group
Pennsylvania
– -$224K -2,724 Closed
CIS
2245
Custom Index Systems
New York
– -$223K -2,715 Closed
AWA
2246
AmeriServ Wealth Advisors
Pennsylvania
– -$223K -2,711 Closed
FCA
2247
Fortis Capital Advisors
Kansas
– -$233K -2,694 Closed
BAM
2248
Berkshire Asset Management
Pennsylvania
– -$223K -2,671 Closed
VI
2249
Versor Investments
New York
– -$219K -2,660 Closed
PJSIMP
2250
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$215K -2,610 Closed
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90
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