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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
FB
1226
Finward Bancorp
Indiana
$634K -$15.9K -170 -2%
BIG
1227
Builder Investment Group
Georgia
$631K – – –
BMWM
1228
Brown Miller Wealth Management
Virginia
$631K -$19K -204 -3%
SFG
1229
SevenBridge Financial Group
Pennsylvania
$630K -$180K -1,932 -22%
ACI
1230
Alpha Cubed Investments
California
$629K -$47.1K -505 -7%
CAM
1231
Cidel Asset Management
Ontario, Canada
$629K – – –
LFM
1232
LGT Fund Management
Liechtenstein
$628K -$53.2K -570 -8%
CGPCS
1233
Capital Group Private Client Services
California
$627K -$2.6M -27,819 -81%
BFW
1234
Brady Family Wealth
Missouri
$624K – – –
BTD
1235
BankPlus Trust Department
Mississippi
$624K +$53.4K +572 +10%
CL
1236
CVFG LLC
Indiana
$621K – – –
WF
1237
Welch & Forbes
Massachusetts
$620K +$45.2K +484 +8%
RGF
1238
Retirement Guys Formula
Ohio
$620K +$610K +6,539 New
BWG
1239
Beta Wealth Group
California
$618K -$560 -6 -0.1%
CWM
1240
Cranbrook Wealth Management
Michigan
$617K +$44.2K +473 +8%
CTA
1241
Colonial Trust Advisors
South Carolina
$614K +$94.8K +1,015 +19%
CAM
1242
Congress Asset Management
Massachusetts
$614K -$4.76K -51 -0.8%
TWM
1243
Thrive Wealth Management
Pennsylvania
$614K +$2.15K +23 +0.4%
TTWM
1244
TCV Trust & Wealth Management
Virginia
$613K +$18.7K +200 +3%
FCAS
1245
First Command Advisory Services
Texas
$613K -$82.4K -883 -12%
RWA
1246
River Wealth Advisors
Pennsylvania
$612K +$187 +2 +0%
MHIC
1247
Marble Harbor Investment Counsel
Massachusetts
$606K – – –
FNBT
1248
FineMark National Bank & Trust
Florida
$605K +$191K +2,043 +47%
CWM
1249
Cordatus Wealth Management
Pennsylvania
$605K +$1.21K +13 +0.2%
JTWM
1250
Jackson Thornton Wealth Management
Alabama
$604K -$719K -7,705 -55%
48 49
50
51 52

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.