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Southern Company
SO

2,201 hedge funds and large institutions have $69B invested in Southern Company in 2025 Q1 according to their latest regulatory filings, with 224 funds opening new positions, 907 increasing their positions, 738 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more funds holding in top 10

Funds holding in top 10: 11 → 25 (+14)

111% more first-time investments, than exits

New positions opened: 224 | Existing positions closed: 106

76% more call options, than puts

Call options by funds: $502M | Put options by funds: $284M

23% more repeat investments, than reductions

Existing positions increased: 907 | Existing positions reduced: 738

10% more capital invested

Capital invested by funds: $62.9B → $69B (+$6.12B)

4% more funds holding

Funds holding: 2,121 → 2,201 (+80)

0.32% more ownership

Funds ownership: 68.13% → 68.45% (+0.32%)

Holders
2,201
Holders Change
+80
Holders Change %
+3.77%
% of All Funds
29.51%
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
907
Reduced
738
Closed
106
Calls
$502M
Puts
$284M
Net Calls
+$217M
Net Calls Change
+$124M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$673M
2
SCP
Soroban Capital Partners
New York
+$193M
3
Citadel Advisors
Citadel Advisors
Florida
+$191M
4
Bank of America
Bank of America
North Carolina
+$167M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$123M

Top Sellers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
-$1.28B
2
Capital International Investors
Capital International Investors
California
-$128M
3
Renaissance Technologies
Renaissance Technologies
New York
-$102M
4
Goldman Sachs
Goldman Sachs
New York
-$93.9M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$93.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
826
Powers Advisory Group
Illinois
$1.39M -$5.97K -69 -0.5%
CG
827
Caprock Group
Idaho
$1.39M -$1.03M -11,875 -44%
ATC
828
Adirondack Trust Company
New York
$1.39M -$71K -820 -5%
FC
829
FCA Corp
Texas
$1.39M +$46.5K +537 +4%
Walleye Capital
830
Walleye Capital
New York
$1.39M -$131K -1,510 -9%
NAAA
831
New Age Alpha Advisors
New York
$1.37M -$1.48M -17,053 -53%
HCM
832
Huber Capital Management
California
$1.37M -$69.3K -800 -5%
BIG
833
Brooklyn Investment Group
New York
$1.37M +$341K +3,941 +36%
Vontobel Holding
834
Vontobel Holding
Switzerland
$1.36M -$389K -4,499 -23%
PCM
835
Penserra Capital Management
California
$1.35M +$1.03M +11,870 +414%
BFM
836
Boothbay Fund Management
New York
$1.35M +$1.27M +14,697 New
P
837
Pitcairn
Pennsylvania
$1.35M +$864K +9,977 +212%
GEA
838
Glen Eagle Advisors
New Jersey
$1.35M +$16.2K +187 +1%
RDWM
839
Red Door Wealth Management
Tennessee
$1.35M +$57.5K +664 +5%
SCM
840
Spreng Capital Management
Ohio
$1.34M – – –
LGA
841
Lebenthal Global Advisors
New York
$1.34M +$93.8K +1,084 +8%
DAM
842
Delta Asset Management
Tennessee
$1.34M -$15.6K -180 -1%
SWM
843
Sculati Wealth Management
Michigan
$1.34M -$32.9K -380 -3%
FLPIM
844
F.L. Putnam Investment Management
Massachusetts
$1.34M +$153K +1,767 +14%
DG
845
DMC Group
Alabama
$1.33M +$8.31K +96 +0.7%
FFM
846
Fullerton Fund Management
Singapore
$1.33M -$125K -1,448 -9%
PTC
847
Philadelphia Trust Company
Pennsylvania
$1.33M -$3.46K -40 -0.3%
RFA
848
Register Financial Advisors
Georgia
$1.32M +$2.42K +28 +0.2%
MSS
849
Mitchell Sinkler & Starr
Pennsylvania
$1.31M +$91.8K +1,061 +8%
CCG
850
Chatham Capital Group
Georgia
$1.31M – – –
32 33
34
35 36

SO Hedge Fund Activity: Q1 2025 in Review

2,201 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q1 2025, worth a combined $69B — up 9.7% from $62.9B a quarter earlier.

Buyers outnumbered sellers: 224 funds opened new SO positions and 106 closed out — a net gain of 118 holders — while 907 added to existing stakes and 738 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $673M. The largest seller was GQG Partners, cutting an estimated $1.28B.

  • 2,201 institutional investors held Southern Company (SO) as of Q1 2025, up from 2,121 in Q4 2024.
  • Funds reported $69B of Southern Company stock for Q1 2025, up 9.7% quarter-over-quarter.
  • 224 funds opened new Southern Company positions in Q1 2025 and 106 closed out, a net change of +118 holders.
  • The largest Southern Company buyer in Q1 2025 was JP Morgan Chase, an estimated $673M added.
  • The largest Southern Company seller in Q1 2025 was GQG Partners, an estimated $1.28B sold.

Based on aggregated 13F filings for Q1 2025.