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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
UAG
1026
United Advisor Group
Ohio
$953K +$540K +5,781 +135%
MIM
1027
Marco Investment Management
Georgia
$948K -$21.2K -227 -2%
FCM
1028
Fourpath Capital Management
Oklahoma
$946K -$84.8K -908 -8%
RMP
1029
Richards, Merrill & Peterson
Washington
$944K +$21.4K +229 +2%
RC
1030
Roundview Capital
New Jersey
$940K -$8.21K -88 -0.9%
HFBOT
1031
Home Federal Bank of Tennessee
Tennessee
$937K – – –
EM
1032
Excalibur Management
Massachusetts
$929K -$2.33K -25 -0.3%
JAG
1033
Journey Advisory Group
Kentucky
$929K – – –
MIC
1034
Means Investment Company
Maine
$924K -$11.8K -126 -1%
EWM
1035
Evercore Wealth Management
New York
$923K -$95.7K -1,025 -10%
WAC
1036
William Allan Corp
Colorado
$921K +$14.9K +160 +2%
TBNY
1037
Trustco Bank (New York)
New York
$921K -$9.34K -100 -1%
HCMG
1038
Howard Capital Management Group
California
$919K +$93.4K +1,000 +11%
PT
1039
Plimoth Trust
Massachusetts
$918K -$24.7K -265 -3%
SFP
1040
Shepherd Financial Partners
Massachusetts
$917K – – –
NG
1041
Norden Group
Utah
$914K +$63.8K +683 +8%
SI
1042
SCP Investment
California
$910K -$187K -2,000 -17%
XWM
1043
Xcel Wealth Management
Florida
$909K +$32.4K +347 +4%
SJIM
1044
St. Johns Investment Management
Florida
$908K +$66.7K +714 +8%
BCWM
1045
Bartlett & Co Wealth Management
Ohio
$905K -$2.43K -26 -0.3%
LG
1046
LaFleur & Godfrey
Michigan
$904K +$747 +8 +0.1%
CPC
1047
Cookson Peirce & Co
Pennsylvania
$903K – – –
SAM
1048
Secure Asset Management
Michigan
$902K -$4.48K -48 -0.5%
AA
1049
ALPS Advisors
Colorado
$899K +$53.8K +576 +6%
TWM
1050
Trueblood Wealth Management
Ohio
$893K +$560 +6 +0.1%
40 41
42
43 44

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.