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
ES
1051
Eagle Strategies
New York
$892K +$373 +4 +0%
MMG
1052
Monetary Management Group
Missouri
$892K -$18.7K -200 -2%
WWMSC
1053
Wagner Wealth Management (South Carolina)
South Carolina
$888K -$10.6K -114 -1%
DJSG
1054
D.J. St. Germain
Massachusetts
$888K -$19.6K -210 -2%
CPIG
1055
Chicago Partners Investment Group
Illinois
$886K +$25K +268 +3%
AWM
1056
Affinity Wealth Management
Delaware
$882K -$3.17K -34 -0.4%
GSWM
1057
Golden State Wealth Management
California
$881K -$13.9K -149 -2%
SIC
1058
Salem Investment Counselors
North Carolina
$880K +$26.5K +284 +3%
SAI
1059
Savvy Advisors Inc
New York
$880K +$228K +2,443 +36%
DCM
1060
Davis Capital Management
Florida
$878K +$865K +9,261 New
NW
1061
NewEdge Wealth
Pennsylvania
$873K -$397K -4,255 -31%
WDC
1062
Woodward Diversified Capital
California
$872K -$68K -728 -7%
MAM
1063
Mainsail Asset Management
Alabama
$871K +$1.21K +13 +0.1%
AWM
1064
Aberdeen Wealth Management
Illinois
$870K +$373 +4 +0%
TCWA
1065
Turtle Creek Wealth Advisors
Texas
$869K +$175K +1,879 +26%
EWA
1066
Exencial Wealth Advisors
Oklahoma
$867K -$470K -5,032 -35%
BCI
1067
Blue Capital Inc
Nebraska
$866K +$853K +9,142 New
Lazard Asset Management
1068
Lazard Asset Management
New York
$859K +$1.77K +19 +0.2%
WTFG
1069
Wells Trecaso Financial Group
Ohio
$858K – – –
RAG
1070
RIA Advisory Group
Iowa
$855K -$19.6K -210 -2%
SW
1071
Simplicity Wealth
New Jersey
$855K -$550K -5,890 -40%
OFS
1072
OneAscent Financial Services
Alabama
$854K -$371K -3,970 -31%
BCG
1073
Breakwater Capital Group
New Jersey
$849K +$280 +3 +0%
CBOR
1074
Community Bank of Raymore
Missouri
$848K – – –
BL
1075
Balentine LLC
Georgia
$847K +$9.34K +100 +1%
41 42
43
44 45

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.