610 hedge funds and large institutions have $7.88B invested in Sony in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 222 increasing their positions, 200 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
-14
Holders Change %
-2.24%
% of All Funds
9.73%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
57
Increased
222
Reduced
200
Closed
66
Calls
$186M
Puts
$110M
Net Calls
+$76.6M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
226
Freedom Investment Management
Connecticut
$1.15M -$273K -16,555 -19%
USCWA
227
U.S. Capital Wealth Advisors
Texas
$1.1M +$1.1M +66,750 New
CQS
228
Credential Qtrade Securities
$1.09M +$80.8K +4,900 +8%
AWS
229
Atria Wealth Solutions
New York
$1.08M +$350K +21,215 +48%
Victory Capital Management
230
Victory Capital Management
Texas
$1.08M
LCS
231
Levin Capital Strategies
New York
$1.08M -$198K -12,000 -16%
FC
232
FORA Capital
Florida
$1.05M +$316K +19,190 +43%
BCM
233
BTC Capital Management
Iowa
$1.03M +$4.45K +270 +0.4%
DWT
234
Dorsey & Whitney Trust
South Dakota
$1.03M +$86.4K +5,240 +9%
DI
235
DFPG Investments
Utah
$1.02M -$271K -16,575 -21%
WA
236
Wealth Alliance
New York
$1M -$81.3K -4,935 -8%
GCIA
237
Gabelli & Co Investment Advisers
New York
$1M -$2.47K -150 -0.2%
AP
238
Americana Partners
Texas
$1M +$115K +6,980 +13%
BCM
239
Bourgeon Capital Management
Connecticut
$999K +$340K +20,615 +52%
QCG
240
Quadrant Capital Group
Ohio
$997K -$86.9K -5,270 -8%
CWP
241
Capital Wealth Planning
Florida
$993K +$488K +29,605 +97%
PCM
242
Penserra Capital Management
California
$992K +$488K +29,605 +97%
MC
243
Moors & Cabot
Massachusetts
$992K -$127K -7,710 -11%
William Blair & Company
244
William Blair & Company
Illinois
$991K +$201K +12,190 +25%
PAM
245
Pinpoint Asset Management
Hong Kong
$989K +$989K +60,000 New
SW
246
SVB Wealth
Massachusetts
$981K -$91.2K -5,535 -9%
Pacer Advisors
247
Pacer Advisors
Pennsylvania
$967K +$76K +4,610 +9%
LSAG
248
Lake Street Advisors Group
New Hampshire
$963K +$4.29K +260 +0.4%
IB
249
Intrust Bank
Kansas
$954K -$9.4K -570 -1%
GC
250
Guggenheim Capital
Illinois
$946K +$26.2K +1,590 +3%