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633 hedge funds and large institutions have $12.5B invested in Sony in 2021 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 222 increasing their positions, 189 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 37

32% more call options, than puts

Call options by funds: $233M | Put options by funds: $176M

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

17% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 189

16% more capital invested

Capital invested by funds: $10.8B → $12.5B (+$1.67B)

11% more funds holding

Funds holding: 568633 (+65)

0.41% more ownership

Funds ownership: 38.72%39.12% (+0.41%)

Holders
633
Holders Change
+65
Holders Change %
+11.44%
% of All Funds
9.74%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.38%
New
112
Increased
222
Reduced
189
Closed
37
Calls
$233M
Puts
$176M
Net Calls
+$57.1M
Net Calls Change
+$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
226
Avalon Investment & Advisory
Texas
$1.69M -$647K -27,170 -29%
FTDI
227
First Trust Direct Indexing
Massachusetts
$1.69M +$30.7K +1,290 +2%
SFS
228
Stiles Financial Services
Minnesota
$1.68M +$1.58M +66,305 New
GCIA
229
Gabelli & Co Investment Advisers
New York
$1.66M +$1.19K +50 +0.1%
PAG
230
Private Advisor Group
New Jersey
$1.65M -$1.09M -45,805 -41%
SW
231
SVB Wealth
Massachusetts
$1.64M -$1.04M -43,470 -40%
MC
232
Moors & Cabot
Massachusetts
$1.64M -$32.1K -1,350 -2%
SGA
233
Strategic Global Advisors
California
$1.63M -$1.4M -58,605 -80%
BCM
234
Barden Capital Management
Texas
$1.6M +$1.51M +63,245 New
DWT
235
Dorsey & Whitney Trust
South Dakota
$1.59M -$111K -4,675 -7%
DA
236
Doliver Advisors
Texas
$1.57M +$98.3K +4,130 +6%
CG
237
Cutler Group
California
$1.55M +$958K +40,215 +190%
CWM
238
Calamos Wealth Management
Illinois
$1.54M +$1.45M +60,870 New
Mariner
239
Mariner
Kansas
$1.51M +$101K +4,255 +8%
PC
240
Pecaut & Co
Iowa
$1.51M -$274K -11,500 -16%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$1.47M +$83.2K +3,495 +6%
FA
242
FDx Advisors
Illinois
$1.44M -$417K -17,515 -24%
WTC
243
WhitTier Trust Company
Nevada
$1.43M +$43.9K +1,845 +3%
AIM
244
Aigen Investment Management
New York
$1.43M +$1.4M +58,950 New
LSAG
245
Lake Street Advisors Group
New Hampshire
$1.43M +$35.5K +1,490 +3%
Brown Advisory
246
Brown Advisory
Maryland
$1.43M +$440K +18,495 +49%
SCI
247
S&CO Inc
Massachusetts
$1.39M
HC
248
Henshaw Capital
Massachusetts
$1.39M -$74.1K -3,110 -5%
CFGS
249
Concourse Financial Group Securities
Alabama
$1.37M +$85.8K +3,605 +7%
PSUF
250
People's United Financial
Connecticut
$1.36M -$63K -2,645 -5%

SONY Hedge Fund Activity: Q4 2021 in Review

633 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q4 2021, worth a combined $12.5B — up 16% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new SONY positions and 37 closed out — a net gain of 75 holders — while 222 added to existing stakes and 189 trimmed.

The largest buyer was Holocene Advisors, opening a new position worth an estimated $108M. The largest seller was Primecap Management, cutting an estimated $194M.

  • 633 institutional investors held Sony (SONY) as of Q4 2021, up from 568 in Q3 2021.
  • Funds reported $12.5B of Sony stock for Q4 2021, up 16% quarter-over-quarter.
  • 112 funds opened new Sony positions in Q4 2021 and 37 closed out, a net change of +75 holders.
  • The largest Sony buyer in Q4 2021 was Holocene Advisors, an estimated $108M added.
  • The largest Sony seller in Q4 2021 was Primecap Management, an estimated $194M sold.

Based on aggregated 13F filings for Q4 2021.