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Southern Company
SO

2,347 hedge funds and large institutions have $79.7B invested in Southern Company in 2026 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 1,097 increasing their positions, 723 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 1,097 | Existing positions reduced: 723

27% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 113

2.12% more ownership

Funds ownership: 71.69% → 73.81% (+2.1%)

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 → $79.7B (+$3.5B)

0% less funds holding

Funds holding: 2,357 → 2,347 (-10)

46% less funds holding in top 10

Funds holding in top 10: 26 → 14 (-12)

Holders
2,347
Holders Change
-10
Holders Change %
-0.42%
% of All Funds
28.35%
Holding in Top 10
14
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-46.15%
% of All Funds
0.17%
New
144
Increased
1,097
Reduced
723
Closed
113
Calls
$505M
Puts
$467M
Net Calls
+$37.9M
Net Calls Change
-$92.4M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$941M
2
Goldman Sachs
Goldman Sachs
New York
+$823M
3
Capital World Investors
Capital World Investors
California
+$591M
4
Boston Partners
Boston Partners
Massachusetts
+$577M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$262M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$994M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$252M
3
Marshall Wace
Marshall Wace
United Kingdom
-$217M
4
Barclays
Barclays
United Kingdom
-$175M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$166M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
26
Wellington Management Group
Massachusetts
$528M +$94.5M +1,003,680 +22%
Amundi
27
Amundi
France
$426M +$106M +1,123,457 +34%
Wells Fargo
28
Wells Fargo
California
$412M +$4.89M +51,891 +1%
Nuveen
29
Nuveen
North Carolina
$380M +$7.22M +76,731 +2%
Pictet Asset Management
30
Pictet Asset Management
Switzerland
$360M -$44.3M -470,170 -11%
UBS Group
31
UBS Group
Switzerland
$354M -$35.2M -374,135 -9%
Raymond James Financial
32
Raymond James Financial
Florida
$316M +$14.5M +153,807 +5%
LPL Financial
33
LPL Financial
California
$307M +$12.5M +132,661 +4%
Swiss National Bank
34
Swiss National Bank
Switzerland
$304M -$4.88M -51,800 -2%
Mawer Investment Management
35
Mawer Investment Management
Alberta, Canada
$289M -$37.5M -398,445 -12%
Deutsche Bank
36
Deutsche Bank
Germany
$283M +$78.9M +837,840 +40%
National Pension Service
37
National Pension Service
South Korea
$281M +$5.09M +54,111 +2%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$274M +$107M +1,138,795 +66%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
39
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$273M +$262M +2,787,319 +4,030%
Mitsubishi UFJ Asset Management
40
Mitsubishi UFJ Asset Management
Japan
$265M +$25.1M +266,285 +11%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$264M +$9.31M +98,848 +4%
Barclays
42
Barclays
United Kingdom
$259M -$175M -1,863,313 -41%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$241M +$6.34M +67,290 +3%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$239M +$4.98M +52,894 +2%
Citigroup
45
Citigroup
New York
$236M -$14M -149,079 -6%
Vanguard Global Advisers
46
Vanguard Global Advisers
Pennsylvania
$233M +$2.36M +25,113 +1%
First Trust Advisors
47
First Trust Advisors
Illinois
$233M +$159M +1,688,875 +227%
Vanguard Asset Management
48
Vanguard Asset Management
$229M +$30.4M +323,365 +16%
Ensign Peak Advisors
49
Ensign Peak Advisors
Utah
$222M +$6.06M +64,347 +3%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$195M -$6.19M -65,760 -3%
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SO Hedge Fund Activity: Q2 2026 in Review

2,347 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q2 2026, worth a combined $79.7B — up 4.6% from $76.2B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new SO positions and 113 closed out — a net gain of 31 holders — while 1,097 added to existing stakes and 723 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $941M. The largest seller was JP Morgan Chase, cutting an estimated $994M.

  • 2,347 institutional investors held Southern Company (SO) as of Q2 2026, down from 2,357 in Q1 2026.
  • Funds reported $79.7B of Southern Company stock for Q2 2026, up 4.6% quarter-over-quarter.
  • 144 funds opened new Southern Company positions in Q2 2026 and 113 closed out, a net change of +31 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.