Southern Company
2,274 hedge funds and large institutions have $69.6B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 864 increasing their positions, 806 reducing their positions, and 147 closing their positions.
69% more first-time investments, than exits
New positions opened: 248 | Existing positions closed: 147
22% more call options, than puts
Call options by funds: $1.97B | Put options by funds: $1.62B
2% more funds holding
Funds holding: 2,220 → 2,274 (+54)
7% more repeat investments, than reductions
Existing positions increased: 864 | Existing positions reduced: 806
0.89% more ownership
Funds ownership: 71.51% → 72.41% (+0.89%)
6% less funds holding in top 10
Funds holding in top 10: 17 → 16 (-1)
7% less capital invested
Capital invested by funds: $74.6B → $69.6B (-$4.99B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$693M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$496M |
| 3 |
State Street
Boston,
Massachusetts
|
+$216M |
| 4 |
Squarepoint
New York
|
+$201M |
| 5 |
SCP
Soroban Capital Partners
New York
|
+$168M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$768M |
| 2 |
JP Morgan Chase
New York
|
-$735M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$320M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$229M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$137M |
SO Hedge Fund Activity: Q4 2025 in Review
2,274 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in Southern Company (SO) for Q4 2025, worth a combined $69.6B — down 6.7% from $74.6B a quarter earlier.
Buyers outnumbered sellers: 248 funds opened new SO positions and 147 closed out — a net gain of 101 holders — while 864 added to existing stakes and 806 trimmed.
The largest buyer was Capital World Investors, adding an estimated $693M. The largest seller was Capital International Investors, cutting an estimated $768M.
- 2,274 institutional investors held Southern Company (SO) as of Q4 2025, up from 2,220 in Q3 2025.
- Funds reported $69.6B of Southern Company stock for Q4 2025, down 6.7% quarter-over-quarter.
- 248 funds opened new Southern Company positions in Q4 2025 and 147 closed out, a net change of +101 holders.
- The largest Southern Company buyer in Q4 2025 was Capital World Investors, an estimated $693M added.
- The largest Southern Company seller in Q4 2025 was Capital International Investors, an estimated $768M sold.
Based on aggregated 13F filings for Q4 2025.