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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
PIA
1101
Pinion Investment Advisors
Kansas
$799K +$52.9K +567 +7%
VBCG
1102
Valley Brook Capital Group
Pennsylvania
$797K +$187 +2 +0%
GBT
1103
Grove Bank & Trust
Florida
$796K – – –
ECM
1104
Evergreen Capital Management
Washington
$796K +$86.3K +924 +12%
JSL
1105
JT Stratford LLC
Georgia
$796K -$34.3K -367 -4%
NSIM
1106
North Star Investment Management
Illinois
$793K +$560 +6 +0.1%
GC
1107
Gilbert & Cook
Iowa
$793K -$219K -2,341 -22%
FFM
1108
Fullerton Fund Management
Singapore
$793K +$48.5K +520 +7%
ACP
1109
Aviance Capital Partners
Florida
$793K +$9.52K +102 +1%
RB
1110
Rodgers Brothers
Pennsylvania
$791K – – –
WB
1111
West Bancorporation
Iowa
$785K -$517K -5,535 -40%
GSEP
1112
Golden State Equity Partners
California
$784K +$29.5K +316 +4%
CAM
1113
Cresset Asset Management
Illinois
$782K +$82.3K +882 +12%
PNC
1114
Park National Corp
Ohio
$781K -$4.67K -50 -0.6%
LW
1115
Linscomb Wealth
Texas
$780K -$7.56K -81 -1%
LFP
1116
Lakeshore Financial Planning
Michigan
$779K +$4.95K +53 +0.6%
SP
1117
Successful Portfolios
Florida
$779K -$8.96K -96 -1%
WEG
1118
World Equity Group
Illinois
$778K +$390K +4,175 +104%
WLIM
1119
White Lighthouse Investment Management
Massachusetts
$778K – – –
GWM
1120
GSB Wealth Management
Connecticut
$776K -$258K -2,759 -25%
AGP
1121
Autumn Glory Partners
Texas
$776K – – –
SI
1122
Severin Investments
Missouri
$770K -$205K -2,195 -21%
PA
1123
Procyon Advisors
Connecticut
$770K -$72.2K -773 -9%
PCMF
1124
Private Capital Management (Florida)
Florida
$770K – – –
CPWA
1125
Cerro Pacific Wealth Advisors
California
$766K -$130K -1,391 -15%
43 44
45
46 47

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.