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Sonic Automotive

207 hedge funds and large institutions have $868M invested in Sonic Automotive in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

546% more call options, than puts

Call options by funds: $956K | Put options by funds: $148K

125% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 16

10% more funds holding

Funds holding: 188207 (+19)

1.82% more ownership

Funds ownership: 67.93%69.75% (+1.8%)

6% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 67

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less capital invested

Capital invested by funds: $954M → $868M (-$85.9M)

Holders
207
Holders Change
+19
Holders Change %
+10.11%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
71
Reduced
67
Closed
16
Calls
$956K
Puts
$148K
Net Calls
+$808K
Net Calls Change
-$211K
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
176
Archer Investment Corporation
Indiana
$6.13K +$67 +1 +0.9%
Bessemer Group
177
Bessemer Group
New Jersey
$6K -$2.83K -42 -30%
RWM
178
Rialto Wealth Management
New York
$4.84K
SS
179
SBI Securities
Japan
$4.79K -$12.8K -190 -69%
BIG
180
Brooklyn Investment Group
New York
$3.82K +$4.51K +67 New
AF
181
Allworth Financial
California
$3.13K
UB
182
UMB Bank
Missouri
$2.96K
QCG
183
Quadrant Capital Group
Ohio
$2.39K
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$2.28K
RIL
185
Rothschild Investment LLC
Illinois
$1.99K +$1.01K +15 +75%
NA
186
NewEdge Advisors
Louisiana
$1.99K +$2.35K +35 New
TWD
187
True Wealth Design
Ohio
$1.42K +$1.68K +25 New
AAP
188
Arax Advisory Partners
Colorado
$798 +$942 +14 New
JWA
189
JFS Wealth Advisors
Pennsylvania
$684 +$135 +2 +20%
FMII
190
Farmers & Merchants Investments Inc
Nebraska
$627 -$135 -2 -15%
HNB
191
Huntington National Bank
Ohio
$627
PFBT
192
Parkside Financial Bank & Trust
Missouri
$570 +$673 +10 New
MPWT
193
MassMutual Private Wealth & Trust
Connecticut
$399
PA
194
Parallel Advisors
California
$399 +$269 +4 +133%
SW
195
SVB Wealth
Massachusetts
$399 +$471 +7 New
EWA
196
EverSource Wealth Advisors
Alabama
$342 +$404 +6 New
SC
197
Stephens Consulting
Michigan
$285 +$336 +5 New
DPW
198
DiNuzzo Private Wealth
Pennsylvania
$228 +$67 +1 +33%
GFPC
199
Global Financial Private Client
Florida
$228 +$202 +3 +300%
Osaic Holdings
200
Osaic Holdings
Arizona
$182

SAH Hedge Fund Activity: Q1 2025 in Review

207 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Sonic Automotive (SAH) for Q1 2025, worth a combined $868M — down 9% from $954M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SAH positions and 16 closed out — a net gain of 20 holders — while 71 added to existing stakes and 67 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $19.2M. The largest seller was Millennium Management, cutting an estimated $25.9M.

  • 207 institutional investors held Sonic Automotive (SAH) as of Q1 2025, up from 188 in Q4 2024.
  • Funds reported $868M of Sonic Automotive stock for Q1 2025, down 9% quarter-over-quarter.
  • 36 funds opened new Sonic Automotive positions in Q1 2025 and 16 closed out, a net change of +20 holders.
  • The largest Sonic Automotive buyer in Q1 2025 was Fidelity Investments, an estimated $19.2M added.
  • The largest Sonic Automotive seller in Q1 2025 was Millennium Management, an estimated $25.9M sold.

Based on aggregated 13F filings for Q1 2025.