We are live on ! Find out more
SO icon

Southern Company
SO

2,344 hedge funds and large institutions have $76.2B invested in Southern Company in 2026 Q1 according to their latest regulatory filings, with 224 funds opening new positions, 978 increasing their positions, 778 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 224 | Existing positions closed: 99

63% more funds holding in top 10

Funds holding in top 10: 16 → 26 (+10)

36% more call options, than puts

Call options by funds: $490M | Put options by funds: $360M

26% more repeat investments, than reductions

Existing positions increased: 978 | Existing positions reduced: 778

9% more capital invested

Capital invested by funds: $69.6B → $76.2B (+$6.6B)

4% more funds holding

Funds holding: 2,262 → 2,344 (+82)

0.76% less ownership

Funds ownership: 72.44% → 71.68% (-0.76%)

Holders
2,344
Holders Change
+82
Holders Change %
+3.63%
% of All Funds
28.84%
Holding in Top 10
26
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+62.5%
% of All Funds
0.32%
New
224
Increased
978
Reduced
778
Closed
99
Calls
$490M
Puts
$360M
Net Calls
+$130M
Net Calls Change
-$222M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$1.4B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$182M
3
BlackRock
BlackRock
New York
+$167M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$166M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$153M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.71B
2
Capital International Investors
Capital International Investors
California
-$912M
3
SCP
Soroban Capital Partners
New York
-$344M
4
Squarepoint
Squarepoint
New York
-$123M
5
Renaissance Technologies
Renaissance Technologies
New York
-$100M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
2326
Estabrook Capital Management
New York
$2.12K +$2.04K +22 New
ATC
2327
Advantage Trust Company
Kansas
$2.03K – – –
WCM
2328
Winthrop Capital Management
Indiana
$2K – – –
YAL
2329
Your Advocates Ltd
Texas
$1.96K – – –
1L
2330
10Elms LLP
Oklahoma
$1.93K – – –
MWM
2331
Mascoma Wealth Management
New Hampshire
$1.74K – – –
PWA
2332
Portus Wealth Advisors
North Carolina
$1.45K +$1.39K +15 New
OCM
2333
Orion Capital Management
California
$1.35K – – –
GFA
2334
Godfrey Financial Associates
New York
$1.06K – – –
MHIP
2335
Mountain Hill Investment Partners
New Jersey
$1.04K – – –
HFM
2336
Harvest Fund Management
China
$1K – – –
HIA
2337
HFM Investment Advisors
New Jersey
$869 – – –
NWS
2338
Nvest Wealth Strategies
Ohio
$676 +$648 +7 New
YDMI
2339
Y.D. More Investments
Israel
$603 +$28K +303 +18%
BIM
2340
Breakwater Investment Management
Washington
$580 +$555 +6 New
3FI
2341
3 Factor Indexing
California
$483 +$463 +5 New
CIAM
2342
Caitong International Asset Management
Hong Kong
$386 -$32.3K -349 -99%
CW
2343
Curio Wealth
Maryland
$386 +$370 +4 New
AIM
2344
Arcadia Investment Management
Michigan
$194 – – –
MAM
2345
Meeder Asset Management
Ohio
$97 -$39.5K -427 -100%
Norges Bank
2346
Norges Bank
Norway
– -$1.11B -12,745,981 Closed
FAF
2347
Första AP-fonden
Sweden
– -$36.2M -415,300 Closed
Tudor Investment Corp
2348
Tudor Investment Corp
Connecticut
– -$12.6M -136,602 Closed
CI
2349
Capital Innovations
Wisconsin
– -$10.1M -115,871 Closed
HF
2350
HRT Financial
New York
– -$8.63M -93,271 Closed
92 93
94
95 96

SO Hedge Fund Activity: Q1 2026 in Review

2,344 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q1 2026, worth a combined $76.2B — up 9.5% from $69.6B a quarter earlier.

Buyers outnumbered sellers: 224 funds opened new SO positions and 99 closed out — a net gain of 125 holders — while 978 added to existing stakes and 778 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.4B. The largest seller was JP Morgan Chase, cutting an estimated $1.71B.

  • 2,344 institutional investors held Southern Company (SO) as of Q1 2026, up from 2,262 in Q4 2025.
  • Funds reported $76.2B of Southern Company stock for Q1 2026, up 9.5% quarter-over-quarter.
  • 224 funds opened new Southern Company positions in Q1 2026 and 99 closed out, a net change of +125 holders.
  • The largest Southern Company buyer in Q1 2026 was Capital World Investors, an estimated $1.4B added.
  • The largest Southern Company seller in Q1 2026 was JP Morgan Chase, an estimated $1.71B sold.

Based on aggregated 13F filings for Q1 2026.