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Southern Company
SO

2,179 hedge funds and large institutions have $73.5B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 936 increasing their positions, 734 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $599M | Put options by funds: $214M

28% more repeat investments, than reductions

Existing positions increased: 936 | Existing positions reduced: 734

6% more capital invested

Capital invested by funds: $69B → $73.5B (+$4.48B)

2.11% more ownership

Funds ownership: 68.45% → 70.56% (+2.1%)

3% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 125

0% more funds holding in top 10

Funds holding in top 10: 25 → 25 (0)

1% less funds holding

Funds holding: 2,200 → 2,179 (-21)

Holders
2,179
Holders Change
-21
Holders Change %
-0.95%
% of All Funds
28.69%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
129
Increased
936
Reduced
734
Closed
125
Calls
$599M
Puts
$214M
Net Calls
+$385M
Net Calls Change
+$168M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$717M
2
JP Morgan Chase
JP Morgan Chase
New York
+$483M
3
BlackRock
BlackRock
New York
+$254M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$239M
5
BC
Broadwater Capital
Massachusetts
+$238M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$384M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$153M
3
Franklin Resources
Franklin Resources
California
-$83.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$76.5M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$76M
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$385M -$64.7M -720,825 -15%
UBS Group
27
UBS Group
Switzerland
$383M -$55.6M -618,555 -13%
SCP
28
Soroban Capital Partners
New York
$376M +$168M +1,867,912 +84%
Pictet Asset Management
29
Pictet Asset Management
Switzerland
$365M +$29.6M +329,738 +9%
Wells Fargo
30
Wells Fargo
California
$352M -$14.3M -159,647 -4%
Swiss National Bank
31
Swiss National Bank
Switzerland
$305M +$20.6M +229,900 +7%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$280M +$1.02M +11,347 +0.4%
Marshall Wace
33
Marshall Wace
United Kingdom
$277M -$60M -667,542 -18%
Ensign Peak Advisors
34
Ensign Peak Advisors
Utah
$276M +$6.5M +72,341 +2%
Raymond James Financial
35
Raymond James Financial
Florida
$262M -$6.56M -73,016 -2%
Barclays
36
Barclays
United Kingdom
$254M +$28.9M +321,651 +13%
National Pension Service
37
National Pension Service
South Korea
$249M -$6.67M -74,300 -3%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$243M +$3.01M +33,533 +1%
Jennison Associates
39
Jennison Associates
New York
$236M +$36.3M +403,929 +19%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$230M +$1.29M +14,361 +0.6%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$227M -$1.87M -20,803 -0.8%
LPL Financial
42
LPL Financial
California
$227M +$10.6M +117,985 +5%
Citadel Advisors
43
Citadel Advisors
Florida
$217M -$6.35M -70,651 -3%
Federated Hermes
44
Federated Hermes
Pennsylvania
$215M -$63.1M -702,697 -23%
Amundi
45
Amundi
France
$213M +$56.4M +627,779 +37%
COPPSERS
46
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$195M +$2.69M +29,904 +1%
Mitsubishi UFJ Asset Management
47
Mitsubishi UFJ Asset Management
Japan
$194M +$14.7M +164,097 +8%
Deutsche Bank
48
Deutsche Bank
Germany
$177M +$549K +6,115 +0.3%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$177M -$3.79M -42,210 -2%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$165M -$2.02M -22,451 -1%
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SO Hedge Fund Activity: Q2 2025 in Review

2,179 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q2 2025, worth a combined $73.5B — up 6.5% from $69B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new SO positions and 125 closed out — a net gain of 4 holders — while 936 added to existing stakes and 734 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $717M. The largest seller was Fidelity Investments, cutting an estimated $384M.

  • 2,179 institutional investors held Southern Company (SO) as of Q2 2025, down from 2,200 in Q1 2025.
  • Funds reported $73.5B of Southern Company stock for Q2 2025, up 6.5% quarter-over-quarter.
  • 129 funds opened new Southern Company positions in Q2 2025 and 125 closed out, a net change of +4 holders.
  • The largest Southern Company buyer in Q2 2025 was Capital World Investors, an estimated $717M added.
  • The largest Southern Company seller in Q2 2025 was Fidelity Investments, an estimated $384M sold.

Based on aggregated 13F filings for Q2 2025.