We are live on ! Find out more
SAH icon

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
SIC
201
SJS Investment Consulting
Ohio
$171
FFA
202
Farther Finance Advisors
California
$116
IA
203
IFP Advisors
Florida
$57
PWM
204
Parkworth Wealth Management
California
$57
JGC
205
J. Goldman & Co
New York
-$8.05M -127,113 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
206
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.54M -24,300 Closed
Balyasny Asset Management
207
Balyasny Asset Management
Illinois
-$1.34M -21,161 Closed
LOAMU
208
Lombard Odier Asset Management (USA)
New York
-$834K -13,160 Closed
TI
209
Trexquant Investment
Connecticut
-$811K -12,795 Closed
CCIA
210
Campbell & Co Investment Adviser
Maryland
-$789K -12,449 Closed
BHCM
211
Brevan Howard Capital Management
Jersey
-$477K -7,523 Closed
GAM
212
Gotham Asset Management
New York
-$288K -4,546 Closed
ProShare Advisors
213
ProShare Advisors
Maryland
-$282K -4,447 Closed
I
214
InceptionR
California
-$269K -4,242 Closed
Pathstone Holdings
215
Pathstone Holdings
New Jersey
-$227K -3,576 Closed
RS
216
R Squared
Hong Kong
-$71.6K -1,130 Closed
Barrow, Hanley, Mewhinney & Strauss
217
Barrow, Hanley, Mewhinney & Strauss
Texas
-$7.67K -121 Closed
CAS
218
Coppell Advisory Solutions
Texas
-$4.81K -76 Closed
PEAK6
219
PEAK6
Illinois
-$3.04K -48 Closed
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
-$2.13K -33 Closed
HWM
221
Hemington Wealth Management
Virginia
+$471 +7 +70%
Simplex Trading
222
Simplex Trading
Illinois
+$1.01K +15 New

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.