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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
TAM
1901
Titleist Asset Management
Texas
$206K +$194K +2,242 New
SMH
1902
Sanders Morris Harris
Texas
$206K +$194K +2,240 New
TCM
1903
Tandem Capital Management
New Jersey
$206K +$193K +2,235 New
VCP
1904
Verus Capital Partners
Arizona
$205K -$18.5K -214 -9%
PA
1905
Parkside Advisors
California
$205K +$193K +2,228 New
FWP
1906
Fiduciary Wealth Partners
Massachusetts
$204K +$192K +2,218 New
KCM
1907
Kathmere Capital Management
Pennsylvania
$204K +$192K +2,218 New
JCFM
1908
JBR Co Financial Management
Oklahoma
$204K +$192K +2,215 New
MA
1909
MBA Advisors
Pennsylvania
$203K +$192K +2,213 New
HR
1910
Hardy Reed
Mississippi
$203K +$191K +2,212 New
MAC
1911
Mason & Associates (California)
California
$203K +$191K +2,211 New
RG
1912
Rathbones Group
United Kingdom
$203K +$191K +2,210 New
IFA
1913
Interactive Financial Advisors
Illinois
$203K +$191K +2,208 New
PIP
1914
Peachtree Investment Partners
Florida
$203K +$191K +2,202 New
DIP
1915
DT Investment Partners
Pennsylvania
$202K – – –
MCM
1916
Manchester Capital Management
Vermont
$202K +$32.6K +377 +21%
CP
1917
Camelot Portfolios
Ohio
$202K +$190K +2,200 New
CAM
1918
Covenant Asset Management
New Jersey
$202K +$190K +2,200 New
SFS
1919
Summit Financial Strategies
Ohio
$202K +$190K +2,200 New
TF
1920
Tudor Financial
Ohio
$202K +$190K +2,199 New
AA
1921
Altman Advisors
Illinois
$202K +$190K +2,200 New
AA
1922
ACT Advisors
North Carolina
$201K +$189K +2,186 New
FFS
1923
Founders Financial Securities
Maryland
$201K +$192K +2,214 New
CFS
1924
Commonwealth Financial Services
West Virginia
$201K +$189K +2,181 New
CWM
1925
Copia Wealth Management
Oregon
$201K +$141K +1,631 +297%
75 76
77
78 79

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.