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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
RIA
1201
Richwood Investment Advisors
Ohio
$674K – – –
FFP
1202
FourThought Financial Partners
Florida
$672K -$23.4K -251 -3%
PAM
1203
Peninsula Asset Management
Florida
$672K – – –
SL
1204
Sentry LLC
Tennessee
$672K +$373 +4 +0.1%
DTC
1205
Davidson Trust Company
Washington
$668K +$36.5K +391 +6%
GSWM
1206
Greenup Street Wealth Management
Michigan
$667K +$2.33K +25 +0.4%
CFG
1207
Cooper Financial Group
California
$666K +$194K +2,079 +42%
FEG
1208
Financial Enhancement Group
Indiana
$666K +$93 +1 +0%
DJYG
1209
David J. Yvars Group
Florida
$665K -$20.7K -222 -3%
SAM
1210
Summit Asset Management
Tennessee
$664K +$1.4K +15 +0.2%
AGA
1211
Arkos Global Advisors
Texas
$664K +$230K +2,460 +54%
CI
1212
Conning Inc
Connecticut
$661K – – –
CWMA
1213
Capstone Wealth Management (Alabama)
Alabama
$658K +$84.1K +901 +15%
CC
1214
Chicago Capital
Illinois
$653K -$9.34K -100 -1%
MAA
1215
Mraz Amerine & Associates
California
$653K – – –
WAAG
1216
Wealth Alliance Advisory Group
Kansas
$652K – – –
AA
1217
Advisory Alpha
Michigan
$651K +$288K +3,089 +80%
HR
1218
Howe & Rusling
New York
$650K +$49.9K +535 +8%
NCM
1219
Novare Capital Management
North Carolina
$647K -$278K -2,973 -30%
MW
1220
MBL Wealth
North Carolina
$646K +$135K +1,445 +27%
VHAM
1221
Van Hulzen Asset Management
California
$645K -$3.55K -38 -0.6%
C1AG
1222
Client 1st Advisory Group
Florida
$645K – – –
PWPS
1223
Pinnacle Wealth Planning Services
Ohio
$644K -$62.8K -673 -9%
SCA
1224
Stokes Capital Advisors
South Carolina
$644K – – –
KOC
1225
Koss-Olinger Consulting
Florida
$636K – – –
47 48
49
50 51

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.