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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
MFC
1076
Mechanics Financial Corp
Ohio
$845K – – –
LWAM
1077
Legacy Wealth Asset Management
Minnesota
$844K -$85.7K -918 -9%
IIL
1078
Insight Inv LLC
California
$838K – – –
CI
1079
Cherokee Insurance
Michigan
$834K -$205K -2,200 -20%
WHC
1080
Wulff, Hansen & Co
California
$834K – – –
KF
1081
Krilogy Financial
Missouri
$833K +$851K +9,116 New
HSA
1082
HBK Sorce Advisory
Pennsylvania
$830K +$102K +1,095 +15%
KIG
1083
Kennedy Investment Group
New Jersey
$829K +$2.43K +26 +0.3%
VCP
1084
Vista Capital Partners
Oregon
$827K +$1.31K +14 +0.2%
AC
1085
Avestar Capital
New York
$826K -$92.2K -988 -10%
BP
1086
Ballentine Partners
Massachusetts
$826K +$128K +1,375 +19%
CAC
1087
Certified Advisory Corp
Florida
$825K +$1.96K +21 +0.2%
MGIA
1088
Moneta Group Investment Advisors
Missouri
$823K +$103K +1,102 +15%
SDAM
1089
Shulman DeMeo Asset Management
New York
$823K +$12.2K +131 +2%
MSWM
1090
McGlone Suttner Wealth Management
Wisconsin
$817K -$110K -1,180 -12%
SOAMC
1091
Spirit of America Management Corp
New York
$815K +$177K +1,900 +28%
GCM
1092
Gables Capital Management
Florida
$814K +$4.67K +50 +0.6%
SSWM
1093
Smith Salley Wealth Management
North Carolina
$812K +$21.2K +227 +3%
HCM
1094
Howard Capital Management
Georgia
$811K -$15.3K -164 -2%
BFA
1095
Beaumont Financial Advisors
Massachusetts
$807K -$94.8K -1,015 -11%
BMC
1096
Benin Management Corp
Connecticut
$804K – – –
CPA
1097
Court Place Advisors
Maryland
$803K -$28K -300 -3%
IB
1098
Intrust Bank
Kansas
$802K -$33.5K -359 -4%
GAMC
1099
Garner Asset Management Corp
Texas
$802K +$93.5K +1,002 +13%
GLLW
1100
Graves Light Lenhart Wealth
Virginia
$800K +$187 +2 +0%
42 43
44
45 46

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.