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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
Schroder Investment Management Group
276
Schroder Investment Management Group
United Kingdom
$1.02M +$123K +5,175 +15%
FHA
277
Flagship Harbor Advisors
Massachusetts
$1.01M +$144K +6,055 +18%
ACA
278
Atlas Capital Advisors
Wyoming
$989K -$87.5K -3,675 -9%
OFS
279
OneAscent Financial Services
Alabama
$973K +$916K +38,480 New
LSA
280
Leonteq Securities AG
Switzerland
$957K -$175K -7,360 -16%
CCA
281
Checchi Capital Advisers
California
$950K +$476 +20 +0.1%
HW
282
Hancock Whitney
Mississippi
$920K +$53.9K +2,265 +7%
BP
283
Ballentine Partners
Massachusetts
$915K +$23.2K +975 +3%
BTWM
284
Baker Tilly Wealth Management
Wisconsin
$913K -$2.74K -115 -0.3%
SWM
285
Sendero Wealth Management
Texas
$905K +$852K +35,795 New
LWM
286
Loveless Wealth Management
Montana
$889K -$4.17K -175 -0.5%
CWM
287
Chesapeake Wealth Management
Virginia
$883K +$18.6K +780 +2%
AIM
288
Alhambra Investment Management
Florida
$874K -$15.1K -635 -2%
OWM
289
OneAscent Wealth Management
Alabama
$868K +$817K +34,320 New
EAM
290
Eagle Asset Management
Florida
$865K -$541K -22,715 -40%
WFI
291
West Family Investments
California
$858K +$110K +4,625 +16%
BAM
292
Berkshire Asset Management
Pennsylvania
$839K -$105K -4,400 -12%
AP
293
Americana Partners
Texas
$838K +$48.8K +2,050 +7%
FDCDDQ
294
Federation des caisses Desjardins du Quebec
Quebec, Canada
$831K -$23K -965 -3%
ASN
295
Advisory Services Network
Georgia
$831K +$1.19K +50 +0.2%
BPA
296
Beacon Pointe Advisors
California
$821K +$208K +8,720 +37%
Cerity Partners
297
Cerity Partners
New York
$821K +$774K +32,490 New
FCH
298
Freestone Capital Holdings
Washington
$818K +$267K +11,195 +53%
JIC
299
Johnson Investment Counsel
Ohio
$811K +$9.53K +400 +1%
QI
300
Qtron Investments
Massachusetts
$802K -$438K -18,390 -37%

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.