Southern Company
2,221 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, 937 increasing their positions, 734 reducing their positions, and 96 closing their positions.
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
28% more repeat investments, than reductions
Existing positions increased: 937 | Existing positions reduced: 734
5% more capital invested
Capital invested by funds: $70.8B → $74.6B (+$3.74B)
2% more funds holding
Funds holding: 2,185 → 2,221 (+36)
1.3% more ownership
Funds ownership: 70.22% → 71.51% (+1.3%)
32% less funds holding in top 10
Funds holding in top 10: 25 → 17 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$2.39B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.07B |
| 3 |
Morgan Stanley
New York
|
+$103M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$102M |
| 5 |
Two Sigma Investments
New York
|
+$95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$582M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$155M |
| 3 |
Goldman Sachs
New York
|
-$124M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$111M |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
-$111M |
SO Hedge Fund Activity: Q3 2025 in Review
2,221 of the 7,647 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q3 2025, worth a combined $74.6B — up 5.3% from $70.8B a quarter earlier.
Buyers outnumbered sellers: 165 funds opened new SO positions and 96 closed out — a net gain of 69 holders — while 937 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.
- 2,221 institutional investors held Southern Company (SO) as of Q3 2025, up from 2,185 in Q2 2025.
- Funds reported $74.6B of Southern Company stock for Q3 2025, up 5.3% 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.