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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 %
OC
1801
Opinicus Capital
Florida
$228K -$20.3K -221 -8%
CPG
1802
Cornerstone Planning Group
New Jersey
$228K +$24.1K +264 +12%
CSPIA
1803
Cary Street Partners Investment Advisory
Virginia
$228K +$22.3K +242 +11%
SSWG
1804
Seven Springs Wealth Group
Tennessee
$227K – – –
KNFPWM
1805
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$227K -$5.1K -56 -2%
JMFC
1806
J.M. Forbes & Co
Massachusetts
$227K – – –
JCM
1807
Jacobsen Capital Management
Utah
$227K +$1.01K +11 +0.4%
SPI
1808
Santori & Peters Inc
Pennsylvania
$227K +$1.66K +18 +0.7%
DIM
1809
Delta Investment Management
California
$227K +$92 +1 +0%
WWM
1810
Whalen Wealth Management
Nevada
$227K -$10.7K -116 -4%
OF
1811
Outfitter Financial
Maine
$227K +$227K +2,465 New
FFBTD
1812
First Financial Bank - Trust Division
Ohio
$227K -$32.4K -352 -13%
GMA
1813
Glassy Mountain Advisors
Maryland
$227K – – –
WP
1814
WealthShield Partners
North Carolina
$226K +$226K +2,460 New
ABWM
1815
Alpine Bank Wealth Management
Colorado
$226K +$226K +2,460 New
TF
1816
Tompkins Financial
New York
$226K – – –
FP
1817
Fiduciary Planning
Florida
$226K +$226K +2,453 New
AF
1818
Aldebaran Financial
$225K +$225K +2,450 New
LCM
1819
Liberty Capital Management
Michigan
$225K +$1.1K +12 +0.5%
WWC
1820
Waypoint Wealth Counsel
Georgia
$224K +$276 +3 +0.1%
SIA
1821
SkyView Investment Advisors
New Jersey
$224K +$224K +2,436 New
LA
1822
LexAurum Advisors
Kansas
$224K – – –
FFA
1823
Founders Financial Alliance
North Carolina
$224K +$224K +2,431 New
AI
1824
Axecap Investments
Ohio
$223K +$223K +2,426 New
LOIP
1825
Live Oak Investment Partners
Texas
$223K +$223K +2,422 New
71 72
73
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