Southern Company
2,179 hedge funds and large institutions have $73.5B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 936 increasing their positions, 734 reducing their positions, and 125 closing their positions.
180% more call options, than puts
Call options by funds: $599M | Put options by funds: $214M
28% more repeat investments, than reductions
Existing positions increased: 936 | Existing positions reduced: 734
6% more capital invested
Capital invested by funds: $69B → $73.5B (+$4.48B)
2.11% more ownership
Funds ownership: 68.45% → 70.56% (+2.1%)
3% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 125
0% more funds holding in top 10
Funds holding in top 10: 25 → 25 (0)
1% less funds holding
Funds holding: 2,200 → 2,179 (-21)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$717M |
| 2 |
JP Morgan Chase
New York
|
+$483M |
| 3 |
BlackRock
New York
|
+$254M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$239M |
| 5 |
BC
Broadwater Capital
Boston,
Massachusetts
|
+$238M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$384M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$153M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$83.5M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$76.5M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$76M |
SO Hedge Fund Activity: Q2 2025 in Review
2,179 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q2 2025, worth a combined $73.5B — up 6.5% from $69B a quarter earlier.
Buyers outnumbered sellers: 129 funds opened new SO positions and 125 closed out — a net gain of 4 holders — while 936 added to existing stakes and 734 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $717M. The largest seller was Fidelity Investments, cutting an estimated $384M.
- 2,179 institutional investors held Southern Company (SO) as of Q2 2025, down from 2,200 in Q1 2025.
- Funds reported $73.5B of Southern Company stock for Q2 2025, up 6.5% quarter-over-quarter.
- 129 funds opened new Southern Company positions in Q2 2025 and 125 closed out, a net change of +4 holders.
- The largest Southern Company buyer in Q2 2025 was Capital World Investors, an estimated $717M added.
- The largest Southern Company seller in Q2 2025 was Fidelity Investments, an estimated $384M sold.
Based on aggregated 13F filings for Q2 2025.