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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
WFAG
2376
Worth Financial Advisory Group
North Carolina
– -$423K -4,857 Closed
WW
2377
Wright Wealth
Georgia
– -$412K -4,721 Closed
FC
2378
Farringdon Capital
United Kingdom
– -$408K -4,684 Closed
CG
2379
Cynosure Group
Utah
– -$405K -4,648 Closed
BC
2380
Bayforest Capital
United Kingdom
– -$399K -4,572 Closed
CAS
2381
Coppell Advisory Solutions
Texas
– -$391K -4,468 Closed
HWMO
2382
Heritage Wealth Management (Ohio)
Ohio
– -$389K -4,456 Closed
DO
2383
denkapparat Operations
Germany
– -$374K -4,288 Closed
MCM
2384
Monument Capital Management
Virginia
– -$350K -4,019 Closed
XT
2385
XTX Topco
Cayman Islands
– -$330K -3,789 Closed
SSA
2386
Schonfeld Strategic Advisors
New York
– -$301K -3,454 Closed
FH
2387
Financial Harvest
Florida
– -$295K -3,378 Closed
SIM
2388
Sentry Investment Management
Wisconsin
– -$292K -3,345 Closed
EW
2389
Expressive Wealth
Illinois
– -$284K -3,258 Closed
NRS
2390
Neville Rodie & Shaw
New York
– -$283K -3,245 Closed
SCP
2391
Sivia Capital Partners
California
– -$281K -3,221 Closed
IA
2392
Insight Advisors
Pennsylvania
– -$274K -3,137 Closed
HBS
2393
Howard Bailey Securities
Indiana
– -$272K -3,115 Closed
SWM
2394
Segment Wealth Management
Texas
– -$271K -3,110 Closed
BBES
2395
Buffalo Business & Estate Services
New York
– -$270K -3,096 Closed
VIP
2396
Value Investment Professionals
New York
– -$270K -3,094 Closed
TWA
2397
Tulsa Wealth Advisors
Oklahoma
– -$268K -3,072 Closed
FA
2398
FSA Advisors
Michigan
– -$264K -3,022 Closed
DWAM
2399
Duncan Williams Asset Management
Tennessee
– -$268K -2,969 Closed
TPA
2400
Trivium Point Advisory
Connecticut
– -$253K -2,907 Closed
94 95
96
97 98

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.