Southern Company
2,363 hedge funds and large institutions have $79.9B invested in Southern Company in 2026 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 1,104 increasing their positions, 729 reducing their positions, and 114 closing their positions.
51% more repeat investments, than reductions
Existing positions increased: 1,104 | Existing positions reduced: 729
28% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 114
2.28% more ownership
Funds ownership: 71.72% → 74% (+2.3%)
8% more call options, than puts
Call options by funds: $505M | Put options by funds: $467M
5% more capital invested
Capital invested by funds: $76.2B → $79.9B (+$3.68B)
0% more funds holding
Funds holding: 2,363 → 2,363 (0)
42% less funds holding in top 10
Funds holding in top 10: 26 → 15 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$941M |
| 2 |
Goldman Sachs
New York
|
+$823M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$591M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$577M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$262M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$994M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$252M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$217M |
| 4 |
Barclays
London,
United Kingdom
|
-$175M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$166M |
SO Hedge Fund Activity: Q2 2026 in Review
2,363 of the 8,329 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q2 2026, worth a combined $79.9B — up 4.8% from $76.2B a quarter earlier.
Buyers outnumbered sellers: 146 funds opened new SO positions and 114 closed out — a net gain of 32 holders — while 1,104 added to existing stakes and 729 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $941M. The largest seller was JP Morgan Chase, cutting an estimated $994M.
- 2,363 institutional investors held Southern Company (SO) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $79.9B of Southern Company stock for Q2 2026, up 4.8% quarter-over-quarter.
- 146 funds opened new Southern Company positions in Q2 2026 and 114 closed out, a net change of +32 holders.
- The largest Southern Company buyer in Q2 2026 was T. Rowe Price Associates, an estimated $941M added.
- The largest Southern Company seller in Q2 2026 was JP Morgan Chase, an estimated $994M sold.
Based on aggregated 13F filings for Q2 2026.