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Southern Company
SO

2,215 hedge funds and large institutions have $74.6B invested in Southern Company in 2025 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 932 increasing their positions, 734 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $507M | Put options by funds: $235M

72% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 96

27% more repeat investments, than reductions

Existing positions increased: 932 | Existing positions reduced: 734

2% more funds holding

Funds holding: 2,179 → 2,215 (+36)

1% more capital invested

Capital invested by funds: $73.5B → $74.6B (+$1.07B)

0.95% more ownership

Funds ownership: 70.56% → 71.51% (+0.95%)

32% less funds holding in top 10

Funds holding in top 10: 25 → 17 (-8)

Holders
2,215
Holders Change
+36
Holders Change %
+1.65%
% of All Funds
29.07%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.22%
New
165
Increased
932
Reduced
734
Closed
96
Calls
$507M
Puts
$235M
Net Calls
+$272M
Net Calls Change
-$113M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$2.39B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.07B
3
Morgan Stanley
Morgan Stanley
New York
+$103M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$102M
5
Two Sigma Investments
Two Sigma Investments
New York
+$95M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$582M
2
BC
Broadwater Capital
Massachusetts
-$247M
3
Citadel Advisors
Citadel Advisors
Florida
-$155M
4
Goldman Sachs
Goldman Sachs
New York
-$124M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$111M
Name Holding Trade Value Shares
Change 		Change in
Stake
Aviva
776
Aviva
United Kingdom
$1.77M – – –
CWMG
777
Compass Wealth Management (Georgia)
Georgia
$1.77M +$3.55K +38 +0.2%
BOH
778
Bank of Hawaii
Hawaii
$1.76M -$66.7K -715 -4%
NS
779
NBC Securities
Alabama
$1.76M -$251K -2,689 -13%
CPC
780
Consolidated Planning Corp
Georgia
$1.75M +$23.3K +250 +1%
SF
781
Symphony Financial
Texas
$1.75M -$35.5K -380 -2%
SC
782
Swan Capital
Florida
$1.74M -$12.9K -138 -0.7%
EARNEST Partners
783
EARNEST Partners
Georgia
$1.73M -$24.6K -263 -1%
TE
784
Tema ETFs
New York
$1.73M +$1.7M +18,233 New
AO
785
Advisor OS
Illinois
$1.72M +$25.8K +276 +2%
PFSC
786
Peoples Financial Services Corp
Pennsylvania
$1.72M – – –
MFG
787
Monte Financial Group
Connecticut
$1.71M – – –
ERIC
788
Eagle Rock Investment Company
Georgia
$1.71M -$33.4K -358 -2%
BIG
789
Brooklyn Investment Group
New York
$1.7M -$26.8K -287 -2%
PWA
790
Primoris Wealth Advisors
Florida
$1.7M +$60.7K +650 +4%
SB
791
Strategic Blueprint
Georgia
$1.69M +$14.3K +153 +0.9%
DP
792
Dearborn Partners
Illinois
$1.68M +$467 +5 +0%
SS
793
SBI Securities
Japan
$1.67M -$25.8K -276 -2%
Vontobel Holding
794
Vontobel Holding
Switzerland
$1.67M +$803K +8,597 +95%
IP
795
Ignite Planners
California
$1.66M -$45.8K -491 -3%
VAM
796
Verity Asset Management
North Carolina
$1.66M +$804K +8,608 +96%
HCM
797
Huber Capital Management
California
$1.66M – – –
SCP
798
Stamos Capital Partners
California
$1.65M -$799K -8,558 -33%
DT
799
Diversified Trust
Tennessee
$1.65M +$34.3K +367 +2%
JWM
800
Jeppson Wealth Management
California
$1.64M -$11.4K -122 -0.7%
30 31
32
33 34

SO Hedge Fund Activity: Q3 2025 in Review

2,215 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q3 2025, worth a combined $74.6B — up 1.4% from $73.5B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new SO positions and 96 closed out — a net gain of 69 holders — while 932 added to existing stakes and 734 trimmed.

The largest buyer was Capital World Investors, adding an estimated $2.39B. The largest seller was Capital International Investors, cutting an estimated $582M.

  • 2,215 institutional investors held Southern Company (SO) as of Q3 2025, up from 2,179 in Q2 2025.
  • Funds reported $74.6B of Southern Company stock for Q3 2025, up 1.4% quarter-over-quarter.
  • 165 funds opened new Southern Company positions in Q3 2025 and 96 closed out, a net change of +69 holders.
  • The largest Southern Company buyer in Q3 2025 was Capital World Investors, an estimated $2.39B added.
  • The largest Southern Company seller in Q3 2025 was Capital International Investors, an estimated $582M sold.

Based on aggregated 13F filings for Q3 2025.