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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
BlackRock
1
BlackRock
New York
$129M -$7.88M -117,061 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$87.5M -$1.4M -20,783 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$85.2M -$10.5M -155,725 -9%
Macquarie Group
4
Macquarie Group
Australia
$44.3M +$1.28M +18,984 +3%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$37.5M -$15.5M -230,464 -26%
State Street
6
State Street
Massachusetts
$36.6M -$3.38M -50,250 -7%
WHG
7
Westwood Holdings Group
Texas
$36.5M +$8.95M +133,044 +26%
Invesco
8
Invesco
Georgia
$32.2M -$2.4M -35,733 -6%
Charles Schwab
9
Charles Schwab
California
$20.9M -$938K -13,937 -4%
Goldman Sachs
10
Goldman Sachs
New York
$20.2M +$13.3M +197,336 +125%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$19.5M +$722K +10,733 +3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$18.4M +$19.2M +285,315 +767%
Northern Trust
13
Northern Trust
Illinois
$16.6M +$54.4K +808 +0.3%
Bank of America
14
Bank of America
North Carolina
$14.4M +$10.7M +158,583 +168%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$14.4M -$380K -5,654 -2%
TC
16
Towle & Co
Colorado
$13.5M -$5.1M -75,773 -24%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$12.3M -$582K -8,652 -4%
Morgan Stanley
18
Morgan Stanley
New York
$10.5M -$268K -3,986 -2%
JP Morgan Chase
19
JP Morgan Chase
New York
$9.53M +$5.81M +86,375 +107%
N
20
Nuveen
North Carolina
$7.32M -$25.9K -385 -0.3%
Victory Capital Management
21
Victory Capital Management
Texas
$7.08M +$2.81M +41,722 +50%
HHAM
22
HITE Hedge Asset Management
Massachusetts
$7.05M +$4.39M +65,198 +111%
IECM
23
Intrinsic Edge Capital Management
Illinois
$6.99M +$8.26M +122,719 New
First Eagle Investment Management
24
First Eagle Investment Management
New York
$6.91M -$726K -10,790 -8%
Ameriprise
25
Ameriprise
Minnesota
$6.42M +$64.9K +965 +0.9%

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.