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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
FLPIM
851
F.L. Putnam Investment Management
Massachusetts
$1.43M +$90.6K +971 +7%
PAG
852
Powers Advisory Group
Illinois
$1.43M -$19K -203 -1%
ILI
853
Invesco LLC (Illinois)
Illinois
$1.42M -$22.6K -242 -2%
Blackstone Inc
854
Blackstone Inc
New York
$1.42M +$1.4M +15,005 New
FC
855
FORA Capital
Florida
$1.42M +$1.4M +15,001 New
GEA
856
Glen Eagle Advisors
New Jersey
$1.42M +$42.9K +459 +3%
VA
857
Valmark Advisers
Ohio
$1.42M +$36K +386 +3%
BRWA
858
B. Riley Wealth Advisors
Florida
$1.41M -$178K -1,907 -11%
CSIC
859
Clifford Swan Investment Counsel
California
$1.41M -$30.2K -324 -2%
RFA
860
Register Financial Advisors
Georgia
$1.41M +$1.4K +15 +0.1%
BJL
861
Brighton Jones LLC
Washington
$1.4M +$57.9K +620 +4%
GS
862
GTS Securities
New York
$1.4M -$258K -2,762 -16%
EAM
863
Everstar Asset Management
North Carolina
$1.4M +$379K +4,061 +38%
FNB
864
Farmers National Bank
Kentucky
$1.39M -$10.3K -110 -0.7%
PA
865
Parallel Advisors
California
$1.39M +$50.5K +541 +4%
SCM
866
Spreng Capital Management
Ohio
$1.39M – – –
CB
867
Centennial Bank
Arkansas
$1.37M -$56K -600 -4%
CB
868
Cadence Bank
Mississippi
$1.36M -$119K -1,270 -8%
FMTC
869
Farmers & Merchants Trust Company
California
$1.36M -$4.39K -47 -0.3%
PTC
870
Philadelphia Trust Company
Pennsylvania
$1.36M -$10.3K -110 -0.8%
CFA
871
CWS Financial Advisors
Michigan
$1.35M +$80.3K +860 +6%
ACS
872
Archford Capital Strategies
Illinois
$1.35M -$25.9K -277 -2%
PCS
873
Personal CFO Solutions
New Jersey
$1.35M +$28.2K +302 +2%
DA
874
Detalus Advisors
Missouri
$1.34M +$22.5K +241 +2%
RPCONE
875
Retirement Planning Company of New England
Rhode Island
$1.34M +$8.96K +96 +0.7%
33 34
35
36 37

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.