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Sonic Automotive

225 hedge funds and large institutions have $978M invested in Sonic Automotive in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 72 increasing their positions, 76 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,186% more call options, than puts

Call options by funds: $370K | Put options by funds: $7K

5% more capital invested

Capital invested by funds: $927M → $978M (+$50.4M)

3% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 37

5% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 76

1.32% less ownership

Funds ownership: 67.68%66.36% (-1.3%)

2% less funds holding

Funds holding: 229225 (-4)

Holders
225
Holders Change
-4
Holders Change %
-1.75%
% of All Funds
2.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
72
Reduced
76
Closed
37
Calls
$370K
Puts
$7K
Net Calls
+$363K
Net Calls Change
+$363K
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$7.48M +$6.81M +109,094 New
ProShare Advisors
27
ProShare Advisors
Maryland
$7.09M +$533K +8,531 +9%
EGM
28
Engineers Gate Manager
New York
$7.05M +$3.09M +49,512 +93%
VFT
29
Vanguard Fiduciary Trust
Pennsylvania
$6.71M +$6.11M +97,905 New
Franklin Resources
30
Franklin Resources
California
$6.57M +$5.24M +83,870 +703%
Renaissance Technologies
31
Renaissance Technologies
New York
$6.04M +$568K +9,100 +12%
PFC
32
Phocas Financial Corp
California
$6.01M -$1.53M -24,528 -22%
CI
33
CX Institutional
Indiana
$6M +$5.46M +87,494 New
HF
34
HRT Financial
New York
$5.95M +$5.42M +86,780 New
Principal Financial Group
35
Principal Financial Group
Iowa
$5.94M -$342K -5,478 -6%
UBS Group
36
UBS Group
Switzerland
$5.7M +$1.32M +21,154 +34%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$5.52M +$5.02M +80,459 New
Ameriprise
38
Ameriprise
Minnesota
$5.37M -$46.6K -747 -0.9%
PP
39
PDT Partners
New York
$5.26M +$1.14M +18,312 +31%
Man Group
40
Man Group
United Kingdom
$5.17M +$4.4M +70,523 +1,468%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.38M -$117K -1,876 -3%
Deutsche Bank
42
Deutsche Bank
Germany
$4.36M +$104K +1,663 +3%
SPS
43
Susquehanna Portfolio Strategies
Pennsylvania
$3.74M +$3.4M +54,533 New
Millennium Management
44
Millennium Management
New York
$3.57M -$11.1M -178,053 -77%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$3.51M -$8.12M -130,054 -72%
MAM
46
Martingale Asset Management
Massachusetts
$3.22M +$587K +9,407 +25%
Ohio Public Employees Retirement System (OPERS)
47
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.17M +$206K +3,293 +8%
Voloridge Investment Management
48
Voloridge Investment Management
Florida
$3.16M -$3.44M -55,134 -54%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$3.07M +$37K +592 +1%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$3.07M -$1.97M -31,602 -41%

SAH Hedge Fund Activity: Q1 2026 in Review

225 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q1 2026, worth a combined $978M — up 5.4% from $927M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SAH positions and 37 closed out — a net gain of 1 holder — while 72 added to existing stakes and 76 trimmed.

The largest buyer was Heartland Advisors, opening a new position worth an estimated $7.69M. The largest seller was Millennium Management, cutting an estimated $11.1M.

  • 225 institutional investors held Sonic Automotive (SAH) as of Q1 2026, down from 229 in Q4 2025.
  • Funds reported $978M of Sonic Automotive stock for Q1 2026, up 5.4% quarter-over-quarter.
  • 38 funds opened new Sonic Automotive positions in Q1 2026 and 37 closed out, a net change of +1 holder.
  • The largest Sonic Automotive buyer in Q1 2026 was Heartland Advisors, an estimated $7.69M added.
  • The largest Sonic Automotive seller in Q1 2026 was Millennium Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2026.