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Sony
SONY

Overview Fund Activity

653 hedge funds and large institutions have $8.89B invested in Sony in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 244 increasing their positions, 177 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
653
Holders Change
+7
Holders Change %
+1.08%
% of All Funds
9.45%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
88
Increased
244
Reduced
177
Closed
75
Calls
$183M
Puts
$191M
Net Calls
-$7.98M
Net Calls Change
-$82.5M

Top Buyers

1
HL
Harding Loevner
New Jersey
$204M
2
Fisher Asset Management
Fisher Asset Management
Washington
$834M
3
Capital World Investors
Capital World Investors
California
$75.6M
4
FMI
Fiduciary Management Inc
Wisconsin
$209M
5
BlackRock
BlackRock
New York
$464M

Top Sellers

1
GAM
Groupama Asset Management
France
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$102M
3
Citadel Advisors
Citadel Advisors
Florida
$2.69M
4
Primecap Management
Primecap Management
California
$2.05B
5
Macquarie Group
Macquarie Group
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
251
EP Wealth Advisors
California
$891K -$8.69K -450 -1%
DWM
252
Diversify Wealth Management
Utah
$883K +$739K +210,780 +511%
GCIA
253
Gabelli & Co Investment Advisers
New York
$880K +$15.1K +780 +2%
CC
254
Callan Capital
California
$859K +$493K +25,500 +134%
AIM
255
Alhambra Investment Management
Florida
$839K +$59K +3,055 +8%
JIC
256
Johnson Investment Counsel
Ohio
$835K +$29.2K +1,510 +4%
VSQM
257
V-Square Quantitative Management
Illinois
$832K – – –
CIM
258
Confluence Investment Management
Missouri
$831K -$15.9K -825 -2%
HFO
259
Heritage Family Offices
Arizona
$823K +$6.76K +350 +0.8%
AAM
260
Advisors Asset Management
Colorado
$816K -$30.3K -1,570 -4%
ECM
261
Evergreen Capital Management
Washington
$813K +$166K +8,615 +26%
AWA
262
Aaron Wealth Advisors
Illinois
$808K +$171K +8,845 +27%
LSAG
263
Lake Street Advisors Group
New Hampshire
$790K -$296K -15,335 -27%
BAM
264
Belpointe Asset Management
Nevada
$783K -$112K -5,775 -12%
BWM
265
BKM Wealth Management
Wisconsin
$765K -$75K -3,885 -9%
Jones Financial Companies
266
Jones Financial Companies
Missouri
$765K +$362K +18,830 +90%
SAG
267
SageView Advisory Group
California
$761K -$83.8K -4,340 -10%
Allspring Global Investments
268
Allspring Global Investments
North Carolina
$760K +$28.1K +1,455 +4%
Capital International Investors
269
Capital International Investors
California
$758K +$758K +39,440 New
MPPW
270
Mitchell & Pahl Private Wealth
Oklahoma
$735K +$59.8K +3,095 +9%
Nuveen Asset Management
271
Nuveen Asset Management
Illinois
$732K – – –
NA
272
NewEdge Advisors
Louisiana
$730K -$2.41K -125 -0.3%
XT
273
XTX Topco
Cayman Islands
$727K -$238K -12,310 -25%
PA
274
Procyon Advisors
Connecticut
$713K +$31.2K +1,615 +5%
CIBC World Market
275
CIBC World Market
Ontario, Canada
$711K -$16.3K -4,220 -2%
9 10
11
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