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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
MEAC
1176
M.E. Allison & Co
Texas
$705K -$12.4K -133 -2%
AWP
1177
Atlas Wealth Partners
Pennsylvania
$703K +$27.5K +295 +4%
BAM
1178
Beaumont Asset Management
Texas
$702K +$11.8K +126 +2%
BFG
1179
Beacon Financial Group
Texas
$699K – – –
FHA
1180
Flagship Harbor Advisors
Massachusetts
$698K +$49.4K +529 +8%
WFA
1181
WMG Financial Advisors
Tennessee
$695K -$4.67K -50 -0.7%
BIA
1182
Beacon Investment Advisors
Maryland
$693K +$1.96K +21 +0.3%
DWM
1183
Destination Wealth Management
California
$693K +$14K +150 +2%
WMWM
1184
Wilkins Miller Wealth Management
Alabama
$692K -$2.05K -22 -0.3%
PPC
1185
Park Place Capital
Alabama
$692K +$245K +2,625 +56%
AHL
1186
Abel Hall LLC
Louisiana
$691K -$2.33K -25 -0.3%
CT
1187
Clearstead Trust
Maine
$691K -$8.68K -93 -1%
BBNB
1188
Baker Boyer National Bank
Washington
$688K -$30.3K -325 -4%
BCM
1189
BluePath Capital Management
Georgia
$687K +$3.64K +39 +0.5%
IRC
1190
Investors Research Corp
Georgia
$685K +$150K +1,607 +29%
FBFS
1191
First Business Financial Services
Wisconsin
$685K +$16.3K +175 +2%
WAL
1192
W Advisors LLC
Tennessee
$684K -$74K -793 -10%
RK
1193
Rather & Kittrell
Tennessee
$680K +$670K +7,181 New
CTB
1194
Country Trust Bank
Illinois
$680K +$5.51K +59 +0.8%
CSB
1195
City State Bank
Iowa
$679K – – –
BWP
1196
Baldwin Wealth Partners
Massachusetts
$679K – – –
BFG
1197
Berger Financial Group
Minnesota
$677K – – –
ANBT
1198
American National Bank & Trust
Texas
$676K +$44.8K +480 +7%
LIM
1199
Lathrop Investment Management
Arkansas
$675K – – –
AWM
1200
Abound Wealth Management
Tennessee
$675K +$3.08K +33 +0.5%
46 47
48
49 50

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.