Southern Company
2,347 hedge funds and large institutions have $79.7B invested in Southern Company in 2026 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 1,097 increasing their positions, 723 reducing their positions, and 113 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 1,097 | Existing positions reduced: 723
27% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 113
2.12% more ownership
Funds ownership: 71.69% → 73.81% (+2.1%)
8% more call options, than puts
Call options by funds: $505M | Put options by funds: $467M
5% more capital invested
Capital invested by funds: $76.2B → $79.7B (+$3.5B)
0% less funds holding
Funds holding: 2,357 → 2,347 (-10)
46% less funds holding in top 10
Funds holding in top 10: 26 → 14 (-12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$941M |
| 2 |
Goldman Sachs
New York
|
+$823M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$591M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$577M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$262M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$994M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$252M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$217M |
| 4 |
Barclays
London,
United Kingdom
|
-$175M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$166M |
SO Hedge Fund Activity: Q2 2026 in Review
2,347 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q2 2026, worth a combined $79.7B — up 4.6% from $76.2B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new SO positions and 113 closed out — a net gain of 31 holders — while 1,097 added to existing stakes and 723 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $941M. The largest seller was JP Morgan Chase, cutting an estimated $994M.
- 2,347 institutional investors held Southern Company (SO) as of Q2 2026, down from 2,357 in Q1 2026.
- Funds reported $79.7B of Southern Company stock for Q2 2026, up 4.6% quarter-over-quarter.
- 144 funds opened new Southern Company positions in Q2 2026 and 113 closed out, a net change of +31 holders.
- The largest Southern Company buyer in Q2 2026 was T. Rowe Price Associates, an estimated $941M added.
- The largest Southern Company seller in Q2 2026 was JP Morgan Chase, an estimated $994M sold.
Based on aggregated 13F filings for Q2 2026.