We are live on ! Find out more
SO icon

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
AF
801
AGP Franklin
Tennessee
$1.64M +$55.5K +595 +4%
WFA
802
WJ Financial Advisors
Connecticut
$1.64M +$1.62M +17,308 New
WSC
803
Wellington Shields & Co
New York
$1.64M +$5.04K +54 +0.3%
RFG
804
RFP Financial Group
Georgia
$1.64M +$108K +1,162 +7%
RBC
805
Romano Brothers & Co
Illinois
$1.64M -$8.96K -96 -0.6%
GG
806
Gleason Group
Kentucky
$1.64M +$12.9K +138 +0.8%
I
807
InceptionR
California
$1.63M +$1.6M +17,175 New
XF
808
XML Financial
Maryland
$1.62M +$52.9K +567 +3%
FFN
809
Focus Financial Network
Minnesota
$1.62M +$62.2K +666 +4%
PWSG
810
Pacific Wealth Strategies Group
California
$1.62M -$37.7K -404 -2%
STA
811
Smith Thornton Advisors
Alabama
$1.61M +$1.96K +21 +0.1%
NSEDCP
812
NJ State Employees Deferred Compensation Plan
New Jersey
$1.61M – – –
AAIM
813
Asset Advisors Investment Management
Georgia
$1.61M -$8.78K -94 -0.6%
AWM
814
Axxcess Wealth Management
California
$1.6M -$125K -1,336 -7%
BA
815
Bristlecone Advisors
Washington
$1.6M -$15.9K -170 -1%
CA
816
CapWealth Advisors
Tennessee
$1.59M +$87K +932 +6%
CG
817
Caprock Group
Idaho
$1.58M +$1.59M +17,001 New
DCM
818
Driehaus Capital Management
Illinois
$1.57M – – –
GA
819
GoalVest Advisory
New York
$1.56M +$79.5K +852 +5%
CIS
820
Capital International Sarl
California
$1.56M +$1.54M +16,465 New
LFG
821
Larson Financial Group
Missouri
$1.56M +$454K +4,866 +42%
IIM
822
Ipswich Investment Management
Massachusetts
$1.56M +$3.36K +36 +0.2%
GIC
823
Generali Investments CEE
Czech Republic
$1.55M – – –
CPIA
824
Cornell Pochily Investment Advisors
New York
$1.55M -$12.3K -132 -0.8%
SLI
825
Sumitomo Life Insurance
Japan
$1.55M -$45.9K -492 -3%
31 32
33
34 35

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.