Southern Company
2,205 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, 908 increasing their positions, 740 reducing their positions, and 106 closing their positions.
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
77% more call options, than puts
Call options by funds: $504M | Put options by funds: $284M
23% more repeat investments, than reductions
Existing positions increased: 908 | Existing positions reduced: 740
12% more capital invested
Capital invested by funds: $61.4B → $69B (+$7.57B)
4% more funds holding
Funds holding: 2,124 → 2,205 (+81)
0.32% more ownership
Funds ownership: 68.13% → 68.46% (+0.32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$673M |
| 2 |
SCP
Soroban Capital Partners
New York
|
+$193M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$191M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$167M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$1.28B |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$128M |
| 3 |
Renaissance Technologies
New York
|
-$102M |
| 4 |
Goldman Sachs
New York
|
-$93.9M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$93.2M |
SO Hedge Fund Activity: Q1 2025 in Review
2,205 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q1 2025, worth a combined $69B — up 12% from $61.4B a quarter earlier.
Buyers outnumbered sellers: 224 funds opened new SO positions and 106 closed out — a net gain of 118 holders — while 908 added to existing stakes and 740 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $673M. The largest seller was GQG Partners, cutting an estimated $1.28B.
- 2,205 institutional investors held Southern Company (SO) as of Q1 2025, up from 2,124 in Q4 2024.
- Funds reported $69B of Southern Company stock for Q1 2025, up 12% 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.