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Southern Company
SO

2,357 hedge funds and large institutions have $76.2B invested in Southern Company in 2026 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 981 increasing their positions, 782 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 100

63% more funds holding in top 10

Funds holding in top 10: 16 → 26 (+10)

36% more call options, than puts

Call options by funds: $490M | Put options by funds: $360M

25% more repeat investments, than reductions

Existing positions increased: 981 | Existing positions reduced: 782

9% more capital invested

Capital invested by funds: $69.6B → $76.2B (+$6.61B)

4% more funds holding

Funds holding: 2,268 → 2,357 (+89)

0.75% less ownership

Funds ownership: 72.44% → 71.69% (-0.75%)

Holders
2,357
Holders Change
+89
Holders Change %
+3.92%
% of All Funds
28.84%
Holding in Top 10
26
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+62.5%
% of All Funds
0.32%
New
226
Increased
981
Reduced
782
Closed
100
Calls
$490M
Puts
$360M
Net Calls
+$130M
Net Calls Change
-$222M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$1.4B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$182M
3
BlackRock
BlackRock
New York
+$167M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$166M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$153M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.71B
2
Capital International Investors
Capital International Investors
California
-$912M
3
SCP
Soroban Capital Partners
New York
-$344M
4
Squarepoint
Squarepoint
New York
-$123M
5
Renaissance Technologies
Renaissance Technologies
New York
-$100M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$411M +$22.6M +244,331 +6%
Pictet Asset Management
27
Pictet Asset Management
Switzerland
$409M -$2.67M -28,854 -0.7%
UBS Group
28
UBS Group
Switzerland
$393M -$41.1M -444,788 -10%
Nuveen
29
Nuveen
North Carolina
$376M -$63.2M -683,131 -15%
Mawer Investment Management
30
Mawer Investment Management
Alberta, Canada
$330M +$153M +1,653,984 +94%
Amundi
31
Amundi
France
$321M +$145M +1,567,638 +89%
Swiss National Bank
32
Swiss National Bank
Switzerland
$312M +$20.1M +216,900 +7%
Raymond James Financial
33
Raymond James Financial
Florida
$304M +$5.3M +57,320 +2%
LPL Financial
34
LPL Financial
California
$296M +$5.14M +55,543 +2%
National Pension Service
35
National Pension Service
South Korea
$278M -$1.99M -21,483 -0.7%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$256M +$7.67M +82,941 +3%
Capital Research Global Investors
37
Capital Research Global Investors
California
$252M +$166M +1,789,386 +217%
Citigroup
38
Citigroup
New York
$252M +$62.6M +676,226 +35%
Mitsubishi UFJ Asset Management
39
Mitsubishi UFJ Asset Management
Japan
$241M +$15.4M +166,692 +7%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$236M +$16.2M +174,859 +8%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$235M -$13.7M -147,638 -6%
Vanguard Global Advisers
42
Vanguard Global Advisers
Pennsylvania
$233M +$223M +2,409,631 New
SCP
43
Soroban Capital Partners
New York
$229M -$344M -3,718,097 -61%
Marshall Wace
44
Marshall Wace
United Kingdom
$225M +$149M +1,613,556 +224%
Ensign Peak Advisors
45
Ensign Peak Advisors
Utah
$218M -$30.7M -331,938 -13%
Deutsche Bank
46
Deutsche Bank
Germany
$204M -$59.8M -646,778 -23%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$203M -$71.3M -771,087 -27%
Vanguard Asset Management
48
Vanguard Asset Management
$200M +$191M +2,069,243 New
COPPSERS
49
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$189M -$10.6M -114,631 -6%
Jennison Associates
50
Jennison Associates
New York
$186M +$30.9M +334,152 +21%
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SO Hedge Fund Activity: Q1 2026 in Review

2,357 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q1 2026, worth a combined $76.2B — up 9.5% from $69.6B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new SO positions and 100 closed out — a net gain of 126 holders — while 981 added to existing stakes and 782 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.4B. The largest seller was JP Morgan Chase, cutting an estimated $1.71B.

  • 2,357 institutional investors held Southern Company (SO) as of Q1 2026, up from 2,268 in Q4 2025.
  • Funds reported $76.2B of Southern Company stock for Q1 2026, up 9.5% quarter-over-quarter.
  • 226 funds opened new Southern Company positions in Q1 2026 and 100 closed out, a net change of +126 holders.
  • The largest Southern Company buyer in Q1 2026 was Capital World Investors, an estimated $1.4B added.
  • The largest Southern Company seller in Q1 2026 was JP Morgan Chase, an estimated $1.71B sold.

Based on aggregated 13F filings for Q1 2026.