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658 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, 246 increasing their positions, 179 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 179

19% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 74

11% more capital invested

Capital invested by funds: $8.04B → $8.89B (+$857M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2.84% more ownership

Funds ownership: 36.1%38.94% (+2.8%)

1% more funds holding

Funds holding: 650658 (+8)

4% less call options, than puts

Call options by funds: $183M | Put options by funds: $191M

Holders
658
Holders Change
+8
Holders Change %
+1.23%
% 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
246
Reduced
179
Closed
74
Calls
$183M
Puts
$191M
Net Calls
-$7.98M
Net Calls Change
-$82.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
251
Schechter Investment Advisors
Michigan
$893K +$67.4K +3,700 +9%
EWA
252
EP Wealth Advisors
California
$891K -$8.2K -450 -1%
DWM
253
Diversify Wealth Management
Utah
$883K +$3.84M +210,780 +511%
GCIA
254
Gabelli & Co Investment Advisers
New York
$880K +$14.2K +780 +2%
HC
255
Henshaw Capital
Massachusetts
$862K +$504K +27,640 +163%
CC
256
Callan Capital
California
$859K +$465K +25,500 +134%
AIM
257
Alhambra Investment Management
Florida
$839K +$55.7K +3,055 +8%
JIC
258
Johnson Investment Counsel
Ohio
$835K +$27.5K +1,510 +4%
VSQM
259
V-Square Quantitative Management
Illinois
$832K
CIM
260
Confluence Investment Management
Missouri
$831K -$15K -825 -2%
HFO
261
Heritage Family Offices
Arizona
$823K +$6.38K +350 +0.8%
AAM
262
Advisors Asset Management
Colorado
$816K -$28.6K -1,570 -4%
ECM
263
Evergreen Capital Management
Washington
$813K +$157K +8,615 +26%
AWA
264
Aaron Wealth Advisors
Illinois
$808K +$161K +8,845 +27%
LSAG
265
Lake Street Advisors Group
New Hampshire
$790K -$280K -15,335 -27%
BAM
266
Belpointe Asset Management
Nevada
$783K -$105K -5,775 -12%
BWM
267
BKM Wealth Management
Wisconsin
$765K -$70.8K -3,885 -9%
Jones Financial Companies
268
Jones Financial Companies
Missouri
$765K +$343K +18,830 +90%
SAG
269
SageView Advisory Group
California
$761K -$79.1K -4,340 -10%
Allspring Global Investments
270
Allspring Global Investments
North Carolina
$760K +$26.5K +1,455 +4%
Capital International Investors
271
Capital International Investors
California
$758K +$719K +39,440 New
MPPW
272
Mitchell & Pahl Private Wealth
Oklahoma
$735K +$56.4K +3,095 +9%
N
273
Nuveen
North Carolina
$732K
NA
274
NewEdge Advisors
Louisiana
$730K -$2.28K -125 -0.3%
XT
275
XTX Topco
Cayman Islands
$727K -$224K -12,310 -25%

SONY Hedge Fund Activity: Q3 2024 in Review

658 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sony (SONY) for Q3 2024, worth a combined $8.89B — up 11% from $8.04B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SONY positions and 74 closed out — a net gain of 14 holders — while 246 added to existing stakes and 179 trimmed.

The largest buyer was Harding Loevner, adding an estimated $296M. The largest seller was Groupama Asset Management, exiting entirely with an estimated $378M sold.

  • 658 institutional investors held Sony (SONY) as of Q3 2024, up from 650 in Q2 2024.
  • Funds reported $8.89B of Sony stock for Q3 2024, up 11% quarter-over-quarter.
  • 88 funds opened new Sony positions in Q3 2024 and 74 closed out, a net change of +14 holders.
  • The largest Sony buyer in Q3 2024 was Harding Loevner, an estimated $296M added.
  • The largest Sony seller in Q3 2024 was Groupama Asset Management, an estimated $378M sold.

Based on aggregated 13F filings for Q3 2024.